Gregory Kastner is a senior tax manager in the Financial Services division in the New York regional offices of Baker Tilly Virchow Krause, LLP.

Specific experience

• More than 22 years of public accounting experience with over 15 years specializing in providing a variety of tax services to domestic and international financial institutions
• Assist in structuring, disposition of interests, document review, jurisdictional compliance, IRS or state audits, and overall tax-saving strategies for hedge funds, passive foreign investment companies (PFICs), private equity funds, fund of funds, broker dealers, management companies and general partnerships
• Experienced in working with top management of organizations on individual tax returns
• Fully versed in a variety of allocation methods including how they are impacted by withdrawing partners, non-cash contributions and side pocket investments. Heavily seasoned in tax accounting adjustments such as wash sales and straddles, elections specific to the alternative investment industry, the implications of using margin and having business or real estate income sourced to the United States or one particular state

Industry Involvement

• American Institute of Certified Public Accountants
• New York State Society of CPAs
• Hedge Fund Group Association
• CFO Forum and Global Network

Education

University of California at Davis – Bachelor of Arts California CPA