Alan Kufeld, CPA, has built his career advising high-net-worth individuals, hedge fund managers, private equity professionals, entrepreneurs and multi-generational families on sophisticated tax and estate planning strategies.
Known for his technical expertise and personalized approach, he has become a trusted advisor to clients navigating complex financial structures, wealth preservation challenges and long-term legacy planning. His work combines advanced tax strategy, family office advisory and asset protection planning with an understanding of the financial services industry and evolving regulatory landscapes.
Alan Kufeld, CPA, is a partner at PKF O'Connor Davies, where he provides strategic tax and estate planning guidance to financial services clients, hedge funds, private equity firms, venture capital managers, family offices and ultra-high-net-worth individuals. Over the course of three decades, he has advised clients on sophisticated tax structures, wealth transfer strategies and multi-generational planning considerations.
Throughout his career, Alan has been recognized for his work within the hedge fund and private equity industries. He has advised both startup and established funds, as well as general partners and CFOs, on tax-efficient structuring, compliance, reporting and operational best practices.