Education
- Fordham University, Gabelli School of Business
M.S., Taxation - Brooklyn College, City University of New York
B.S., Accounting
Licenses and Certifications
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Certified Public Accountant (CPA), New York
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Chartered Financial Analyst (CFA)
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Chartered Alternative Investment Analyst (CAIA)
Avi is a Managing Director in Leo Berwick’s US M&A Tax Practice. His specialty areas include tax due diligence, structuring, and modeling.
Avi brings almost 20 years of experience in the M&A tax practice for global accounting firms. Earlier in his career, Avi was with Steel Partners, where he evaluated investment opportunities, and developed tax planning strategies within portfolio companies.
Avi formerly served as Chairman of the Taxation of M&A Committee of the New York State Society of CPAs. He has authored several articles on M&A tax matters, including Up-C IPOs, and has been a presenter at numerous industry conferences.