Tax & Business
Heather Santonino is a partner in the Family Wealth Services group of the Firm’s Long Island office, helping to manage clients’ wealth and transfer it to succeeding generations. She helps clients accomplish their lifetime objectives and philanthropic goals.
With more than 15 years of experience, she works with high net worth individuals, corporate executives, hedge fund managers, business owners, attorneys, and entrepreneurs.
Heather helps business and family groups run more efficiently. She offers tax planning, review and compliance for high net worth individuals, trusts, estates, partnerships, S-corporations and private foundations.
An accomplished public speaker, Heather lectures on tax and financial planning, as well as generational issues related to succession planning. In addition, she leads internal educational sessions at the Firm on a variety of tax-related topics.
Professional & Civic Affiliations
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of CPAs (NYSSCPA)