FTS expands to Boston!
FTS has opened their new office located at 116 Huntington Avenue!
US Alternative Investment Tax Firm of the Year
Corporate USA Today - Annual Awards - 2019
Renowned for its unrivaled reach and targeted readership totaling 287,768, the publication is at the forefront of all matters corporate, reaching professionals and board level decision makers, dealmakers, game changers, and all those advising actively in the U.S business market. "We are pleased to count CEO’s, CFO’s, Partners, Owners, Presidents, Directors, Litigators and Mediators as some of our most avid readers."

The FTS Private Equity conference for Midmarket PE Funds and Active Investors held at CAIS offices in New York City.


The enclave feature d s ix top performing , but under-the-radar-screen funds. This w as a unique opportunity for active investors to meet these funds, engage in dialog and network with other investors. 55 family offices attended the conference with over $200B AUM . FTS has worked hard to create the premier annual Midmarket PE conference.
 
PRESENTING FUNDS were the following:
Providence Public, Encore, Vanbridge, Cathay Capital,
Atlas Merchant Capital LLC, and Thayer Street.
New Hires
Kathleen Kazmarek - Managing Director

Kathleen joins FTS as a Managing Director at our Boston office! She has over 25 years of experience providing tax consulting, planning and compliance services to ultra-high net worth individuals, trustees of fiduciary entities and not-for-profit foundations. Kathleen’s diverse background and experience enables her to provide unique insights in many areas like tax planning, estate and gift planning, fiduciary and philanthropic planning, and succession planning. Prior to FTS, Kathleen was a Tax Principal for DGC LLP, a Tax Director for Grant Thornton and Tax Senior Manager for Ernst & Young, LLP.

Clients rely on Kathleen’s collaborative and diligent approach to financial planning, ensuring all options have been explored. Kathleen’s experience working with individuals, family office teams and attorneys, investment consultants, and insurance professionals has afforded her an extensive array of options to help her clients achieve their goals.

Jennifer He - Tax Director

Jennifer is a Tax Director at FTS. Prior to FTS, Jennifer was head of Tax at Monitor Clipper Partners, LP. Prior thereto, she was Tax Manager for PwC and Liberty Mutual Insurance. She specializes in tax compliance and strategic consulting to private equity funds. She received her MBA degree from California State University, Los Angeles and has attained her CPA.


John Duarte - Tax Senior

John joins FTS as a Tax Senior. Prior to FTS, John worked at Monitor Clipper Partners since 2011 and has his CPA license. He graduated at Westfield State University in 2010 with a Masters Degree in Accounting. 


James Leonard - Tax Associate
James joins FTS after working as a Tax Accountant with Monitor Clipper Partners, a private equity firm. James specializes in state and local income tax compliance/planning for both partnerships and corporations. James received his BBA in Accounting & Information Systems from the University of Massachusetts Amherst – Isenberg School of Management.
Newest Awards
US Alternative Investment Tax Firm of the Year
Global Venture Annual Awards 2018
FTS has received an award from Global Venture Annual Awards 2018 as the winner for "US Alternative Investment Tax Firm of the Year".

"Through a rigorous process where nominations were received, we have selected the world’s leading firms and professionals in global geographical regions, rewarding a variety of businesses who deliver outstanding levels of customer service and unparalleled expertise in their field."
Worldwide Financial Advisor Awards Magazine
Annual Advisors 2018
FTS US, Inc. has won Alternative Investment Tax Firm of the Year - Canada with the Worldwide Financial Advisor Awards Magazine Annual Advisors 2018 campaign!

"The Worldwide Financial Advisor Awards Magazine Annual Advisors 2018 campaign provides our global readership with a comprehensive guide to those firms that are noted for demonstrating a consistently high level of ability, whilst ensuring they are kept well-informed as to who the firms of note are, thus ensuring those Award winning firms receive appropriate recognition and acknowledgement."