Our Newest Team Members

Michael Athanason, Managing Director - New York

Michael Athanason joins FTS as a Managing Director at our Valuation Services practice in New York. Prior to joining FTS, Michael was US National Leader of the Alternative Investments Valuation practice at both KPMG and BRG. Previously, he was also the Leader of Duff & Phelps’s Portfolio Valuation from its inception in 2005 and built that practice to its present size. Michael has over 25 years of valuation and corporate advisory experience and focuses on valuation advisory and value management of alternative asset portfolios and has helped multiple clients prepare for SEC presence exams. Since 2004, he has been continuously engaged by Private Equity, Private Debt, Infrastructure and Real Estate investors to provide periodic fair market valuations for financial reporting and acquisition/divestiture projects. Michael graduated from Florida Institute of Technology with a Bachelor of Science in Ocean Engineering and received his MBA from Georgetown University.


Danny S. EA, Tax Manager - Greenwich, CT

Danny currently serves as Tax Manager at FTS. Prior to this role, Danny was at Rockit Solutions where he managed the federal and state returns for the Rockefeller family’s Investment Funds, and other Family Funds. These include Investment Partnerships, Fund of Funds, Domestic Corporations, Passive Foreign Investment Companies (PFICs), and Hedge Funds. He also reviewed book/tax allocations, Fund of Fund analysis, and performed an analysis for withholding subject to U.S. source income on foreign persons. Danny also worked at Ernst & Young in Stamford, CT where he prepared and reviewed K-1, federal and state returns for Private Equity Funds, Hedge Funds, Fund of Funds, and Foreign Corporations. He has experience in preparing forms 1065, 1120, 1042, 4797, 7004, 8621, 8865, 8886, and M-3. Danny has a Bachelor’s degree in Finance and Computer Information Systems from Manhattan College and a Master of Business Administration in Accounting from Pace University.

Cynthia M., Tax Manager - Greenwich, CT

Cynthia joins FTS as a Tax Manager in Greenwich, CT. Prior to FTS, Cynthia was at Rockit Solutions as Senior Tax Accountant where she reviewed and prepared federal and state partnership returns for Private Equity Funds, Hedge Funds and Funds of Funds. Cynthia also identified and analyzed on foreign tax issues and disclosures involving FBAR’s, 926, 8865 and 5471. Prior to this role, Cynthia worked for Ernst & Young in Stamford, CT where she reviewed federal and state schedule K-1’s using K-1 Suite. Cynthia also reviewed and prepared book/tax allocations, Fund of Fund analysis, and quarterly estimates for partnerships. Cynthia graduated from Monroe College in New York City on the Dean’s List with a Bachelor of Business Administration degree major in Accounting.
FTS Opportunity Zone Webinar
FTS Hosted An Interactive Opportunity Zone Webinar That Featured Arctaris Impact Investors
 
The webinar covered a range of topics including OZ investment in Private Equity businesses, principal-protection features for OZ investors, additional ordinary income tax benefits available through OZ investment, as well as an interactive Q&A session.

Our speakers were Drew Swenson, Managing Director of FTS, Jonathan Tower, Managing Partner of Arctaris Opportunity Zone Fund, and Arctaris Board Member Steve Glickman, the chief architect and renowned subject matter expert on Opportunity Zone (OZ) legislation.
FTS Tax and Technology
FTS is excited to introduce the new K-1 Analyzer. We simplify our K-1 processes with revolutionary new AI-powered software; a game-changing, AI-enabled solution that will significantly reduce manual efforts involved with K-1 processes, while lowering risk and improving insight.
 
The new K-1 Analyzer is cutting edge software that allows FTS to quickly extract and aggregate complex non-standard K-1 information so that it can be reviewed and analyzed. It provides a single, standard, structured output for managing K-1s that allows FTS to eliminate manual effort so that we can concentrate on reviewing, analyzing, and gaining insights from the data. 
FTS CONFERENCE
FTS Awards
By: Acquisition International Global Media
FTS has been recognized by AI Global Media at their 2020 Leading Adviser Awards, "Leading Specialist Alternative Investment Tax Planning Firm of the Year". This award is presented based on merit through comprehensive analysis and qualitative as well as quantitative research to recognize the best in the industry.
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