PagnatoKarp welcomes Oleg Ikhelson to the team as the new Director of Tax Services. Oleg advises Family Office clients on complex tax planning and tax minimization strategies, as well as preparing individual, partnership, trust and foundation tax returns. He brings nearly 20 years of experience advising ultra-high net worth families on federal and state taxation while streamlining compliance and correspondence. By integrating estate and income tax advisory services with wealth and portfolio management, Oleg helps clients benefit from synergistic financial planning and True Fiduciary® standards of transparency.
Prior to joining PagnatoKarp, Oleg served as Vice President of Tax Planning and Preparation at a prominent New Jersey investment advisory firm, where he advised ultra-high net worth clients and pharmaceutical executives on estate and income tax planning coordinated with wealth management strategies. Oleg also served as Tax Principal in Private Wealth Services for a leading CPA firm in NYC, catering to the tax planning and compliance needs of wealthy individuals and corporate executives. Oleg has performed extensive tax research, prepared comprehensive reports on Federal, State and International tax planning opportunities, provided state residency and IRS audit defenses, and advised on the taxation of complex investment products and vehicles as well as estate planning GRATs and FLPs.
Oleg graduated Cum Laude with a Juris Doctor degree from Rutgers School of Law and with a Master of Science degree from National Aerospace University — School of Economics, a prestigious European engineering school located in Kharkiv, Ukraine. He holds a Certified Public Accountant license from New Jersey and New York, and is a member of the New Jersey, New York and U.S. Tax Court Bars.
In the community, Oleg is an avid supporter of Eliminate Poverty NOW, a non-profit charity that empowers impoverished communities through education and economic opportunities to create, lead and nourish sustainable change. An early contributor and adviser to the Board, Oleg has been supporting students of Little Rock Inclusive Early Childhood Development Centre, a middle school located in Kibera, Nairobi’s and Kenya’s largest slum. He also serves on the Finance Committee for The Red Oaks School, drafting budgets, addressing financial infrastructure, and developing strategic plans for the school’s financial health.
At PagnatoKarp, we help high-net-worth families streamline and move forward. Our boutique team of professionals manage complex needs through investments, financial planning, tax, legal, private banking, family governance and concierge. With True Fiduciary® standards of transparency, we embrace the legal obligation to put your interests first while focusing on asset protection, cost, and opportunities.
Please contact PagnatoKarp at 703-468-2700 to schedule a private, confidential meeting at your convenience.