Scott Sanders, CPA, PFS, CGMA, CFP, CFS - Bio
I have extensive experience in all aspects of federal, state, and local taxation for corporations, individuals and estates, specializing in the restaurant and retail industry, as well as tax planning, estate planning, estate and trust compliance and surrogate accountings for the Court. I had retained a presence in St. Thomas, Virgin Islands from 1981 to 2005, handling various tax and accounting matters for clients located on the Island. As a practicing financial advisor, I advise high net-worth individuals on areas of strategic planning services as varied as investment analysis, professional money managed accounts, cash flow analysis, insurance, estate and gift tax planning, the formation of family limited partnerships, creation of private foundations and work on varying aspects of matrimonial matters. As an individual involved with the personal business management of high net-worth clients, I have been involved in services that range from establishing retirement accounts such as 401-K's, defined benefit and contribution plans, bill paying and managing the details of multiple residences and vacation properties to evaluating health, property and life insurance needs and negotiating the purchase/lease of automobiles, boats and aircrafts. I merged my private practice in 1995 to form the firm of Lazar Sanders, LLP and then merged in 2006 to form Lazar Sanders Thaler & Associates, LLP, and in 2010, formed Sanders Thaler & Associates LLP employing 22 professionals. In 2012 the firm changed it's name to Sanders Thaler Viola & Katz LLP who employed 35 professionals .On July 1,2017 , as a partner, I joined the accounting firm of Gettry Marcus CPA PC employing 125 professionals
I have lectured during the National Conference of CPA Practitioners (NCCCPAP) Long Island Tax Practitioner Symposium from 2005 to 2008 and have been lecturing before the NYS Society of CPAs (NYSSCPA)-Nassau Chapter Small Firm MAP Committee since July 2005. I lectured for American Express Financial Advisors, Inc. and consulted on various tax issues.
Specialties: Trusts and Estates-planning and tax preparation(706/709/1041 and 1040's), surrogate accountings, and working closely with T & E attorneys and fiduciaries, working with High Net Worth Individuals in all stages of planning and taxes and provide Family Office Services ..