Mr. Young has more than 15 years of experience providing tax compliance and advisory services to high-net-worth individuals, families, and their related S-Corps, partnerships, estates and trusts.

Curtis’ expertise is in a wide variety of C-Suite and executives in financial services, law, and technology. Curtis specializes in charitable planning as well as consulting and compliance for foundations, higher education institutions, and other not-for-profit organizations.

Curtis has led continuing professional education courses on wealth tax, gift & estate planning, grantor trusts, self-dealing, and unrelated business taxable income.

Mr. Young earned a BS/BA in finance and international business from the Georgetown University McDonough School of Business. He was awarded a JD from St. John’s University School of Law. He is licensed to practice law in New York and New Jersey.