Curtis Young

Executive summary

Curtis Young leads our Northeast Private Wealth Services Tax Practice. He has more than 14 years of experience providing tax compliance and advisory services to high-net-worth individuals, families, and their related entities. Curtis routinely services a wide variety of C-Suite and other high net-worth individuals in professions that include financial services, law, entertainment and technology.

His specific areas of expertise include structuring tax efficient estate & wealth transfer strategies; maximizing Tax Reform, Cares Act, and other current legislative opportunities to limit exposure to Federal and state income tax; ensuring year-round compliance with regard to individual, gift, corporate, trust, GRAT, and foundation tax returns; analyzing foreign investments and related compliance with Treasury Department regulations; and representing individuals and entities in IRS examinations.

In addition to his experience with high-net-worth individuals, Curtis has extensive experience in financial advisory services as well as consulting and compliance for foundations, higher education institutions, and other not-for-profit organizations, including The Rockefeller Foundation, The Church Pension Fund, American Museum of Natural History, Emerson College, The Juilliard School, Marist College, and many others.

Presentations and publications

Curtis has led Continuing Professional Education (CPE) courses on topics such as tax reform, gift & estate planning, grantor trusts, self-dealing, unrelated business taxable income, and Treasury Department compliance.

Education

Curtis graduated from Georgetown University with a B.S.B.A. degree in Finance and International Business and St. John’s University School of Law with a Juris Doctor. He is licensed to practice law in New York and New Jersey.