CREDENTIALS / EDUCATION
- Certified Public Accountant (CPA)
- Pace University Lubin Graduate School of Business: Master’s degree, Accounting; Advanced Graduate certificate, Taxation
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants: Taxation of Financial Instruments & Transactions Committee; Private Equity & Venture Capital Committee
Fran Vallone is a Director specializing in the management and fiscal oversight of federal tax compliance of clients in the financial services and commercial industries. She has expertise in providing tax compliance services to a variety of entities (both domestic and foreign) and in monitoring complex transactions with an eye toward determining revenue recognition and reporting requirements. Fran has more than 20 years of professional experience. She utilizes her strong tax research skills to author file memoranda and interact with federal and state tax authorities.