Warren Abkowitz | KPMG | GLOBAL

Warren D. Abkowitz

Partner, Tax & Private Client Services Leader

KPMG in the U.S.

Warren D. Abkowitz, JD, CPA, is a Partner who manages the High Net Worth Individual and Investment Management Company tax services group within the Alternative Investment Industry Practice in the United States. He is also the firm’s Private Client Services Leader and formerly ran the financial services tax practice, as a partner, for a National CPA firm. Warren has over 20 years of overall experience providing tax advisory and compliance services to various clients.

Warren has extensive skill representing high net worth individuals, family offices, as well as various hedge funds, private equity funds, fund-of-funds, broker/dealers, investment management companies, and Registered Investment Advisers. He has extensive experience working with trusts, as well as, traditional partnerships, corporations (both public and private). He provides business consulting, planning (federal, state and estate), and compliance services to all types of financial services industry clients and General Partners. He has broad experience across the financial services industry and has worked with startup managers as well as multi-billion dollar managers.

Warren represents many clients that have been selected for audit by the Internal Revenue Service (in the United States) and state taxing authorities. He is an expert in US federal and state income taxation relating to investment management businesses, investment funds and their high net worth owners. And has also developed complex tax-efficient structures, including domestic and offshore funds/blockers, consolidated returns, qualified subchapters “S” subsidiaries, and limited liability companies.

Warren is a regular contributor to various print and electronic hedge fund resources.

Areas of expertise

Enterprise Tax

Education and qualifications

  • Juris Doctorate, New York Law School

  • Master of Science Taxation, Seton Hall University

  • Bachelor of Science, Accounting, Rutgers University

Accreditation

  • Professor Albert Kalter Award for Tax Excellence, New York Law School

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