Economic instability creates tremendous opportunities for funds. With public markets in a constant flux, record deal volume predicted for private equity, and real estate funds seeing a potential rebound as sectors reopen, a roller-coaster recovery could be extremely profitable for some fund types.
Changing regulatory requirements and audit and accounting standards present unique challenges for the alternative investment community.
With extensive experience in hedge fund and private equity management, we understand this world – and its challenges.
Kaufman Rossin’s dedicated financial services team of over 350 professionals provide audit, tax and consulting services to hedge funds, private equity firms, investment advisors and broker-dealers.
For decades, we have been working with hedge funds that deploy a variety of complex investment strategies, including distressed debt, global macro, quantitative trading, and volatility arbitrage.
We have extensive experience helping funds comply with regulations set forth by the Securities Exchange Commission (SEC), Commodity Futures Trading Commission (CFTC), the National Futures Association (NFA) and the Cayman Islands Monetary Authority (CIMA).
Our Cayman office and regulatory approval to audit funds domiciled in the British Virgin Islands and Bermuda allows us to provide services beyond those domiciled in the US.
Our auditors examine stand-alone funds, master-feeder funds and fund-of-funds and provide start-up fund solutions.
Our tax professionals specialize in tax issues that affect hedge funds, providing tax consulting and compliance to hundreds of funds with U.S. and others with foreign reporting requirements.
We understand client needs and communicate effectively to provide the highest level of service.
We help hedge funds and PE funds plan strategically to minimize their investors’ tax burdens, comply with regulations, minimize risk and meet their financial goals.
Our investment industry clients include:
- Hedge Funds
- Private Equity Funds
- Fund of Funds
- Real Estate Funds
- Broker-Dealers
- Family Offices
- Investment Advisors
For our investment groups, we provide:
- Audit & Assurance Services
- Independent Representative Services
- Surprise Examination
- Regulatory Compliance
- Fund Administration
- Business Advisory Services
- Tax Consulting & Compliance
- Cybersecurity Assessment & Risk Mitigation
- Valuation Services
Fund administration services are provided through our affiliate, Kaufman Rossin Alternative Investment Services.
Our Professionals










Deborah Young, CPA
Principal, Entrepreneurial Services
Miami
Deborah Young is a leader in Kaufman Rossin’s entrepreneurial services practice, with expertise in providing federal and state income tax compliance, planning, and consulting services to entrepreneurial and closely held businesses, hedge funds and their investors, professional service …
Daniel Wagner
Associate Principal, State and Local Tax
Boca Raton
Daniel Wagner joined Kaufman Rossin in 2000 and is an associate principal in the tax department.
Joseph Yoh, CPA
Principal, Financial Services
Miami
Joseph Yoh joined Kaufman Rossin in 2003 and is a principal in the Financial Services department.
Alex Pierre
Manager, Tax-Financial Services
Alex Pierre is a manager in Kaufman Rossin’s tax practice and joined the firm in 2014.
Gregory M. Levy, FICPA, CPA
Principal Emeritus, Financial Services
Miami
Gregory M. Levy joined Kaufman Rossin in 1992. He developed expertise in hedge funds, investment advisory firms and securities brokerage firms as a national firm partner in New York and Chicago prior to joining the Firm.
He is a nationally recognized authority on private investment funds (h…
Aïssa Tirera-Cissé
Senior Manager, Financial Services
Abidjan
Aïssa Tirera-Cissé is a senior manager and the head of Kaufman Rossin’s Abidjan, Ivory Coast office. She is also co-employed as a senior manager by Kaufman Rossin’s affiliate, Kaufman Rossin Alternative Investment Services. The Ivory Coast office provides a variety of financial and accounting …
Nick P. Tootle, CPA
Principal, Financial Services Assurance and Consulting
Miami
Nick P. Tootle spearheads assurance and tax engagements for clients in various industries with a focus in the financial services field. His clients rely on his insights ranging from organizational structuring to compliance with accounting and regulatory rules. Nick advises clients across the in…
Maria Toledo, CPA, MST
Principal, International Tax
Miami
Maria helps domestic and foreign privately-held companies, closely-held businesses and high-net worth individuals navigate the tax compliance experience as they conduct business and acquire real estate in the U.S.
Carlos A. Somoza, JD, LL.M.
Principal, International Tax
Miami
Carlos A. Somoza leads Kaufman Rossin’s international tax services practice. He has more than 25 years of experience in federal income, gift and estate taxation. He has served clients in the private and public industries, advising them in the areas of international taxation, estate planning, taxab…










Deborah Young, CPA
Principal, Entrepreneurial Services
Miami
Deborah Young is a leader in Kaufman Rossin’s entrepreneurial services practice, with expertise in providing federal and state income tax compliance, planning, and consulting services to entrepreneurial and closely held businesses, hedge funds and their investors, professional service …
Daniel Wagner
Associate Principal, State and Local Tax
Boca Raton
Daniel Wagner joined Kaufman Rossin in 2000 and is an associate principal in the tax department.
Joseph Yoh, CPA
Principal, Financial Services
Miami
Joseph Yoh joined Kaufman Rossin in 2003 and is a principal in the Financial Services department.
Alex Pierre
Manager, Tax-Financial Services
Alex Pierre is a manager in Kaufman Rossin’s tax practice and joined the firm in 2014.
Gregory M. Levy, FICPA, CPA
Principal Emeritus, Financial Services
Miami
Gregory M. Levy joined Kaufman Rossin in 1992. He developed expertise in hedge funds, investment advisory firms and securities brokerage firms as a national firm partner in New York and Chicago prior to joining the Firm.
He is a nationally recognized authority on private investment funds (h…
Aïssa Tirera-Cissé
Senior Manager, Financial Services
Abidjan
Aïssa Tirera-Cissé is a senior manager and the head of Kaufman Rossin’s Abidjan, Ivory Coast office. She is also co-employed as a senior manager by Kaufman Rossin’s affiliate, Kaufman Rossin Alternative Investment Services. The Ivory Coast office provides a variety of financial and accounting …
Nick P. Tootle, CPA
Principal, Financial Services Assurance and Consulting
Miami
Nick P. Tootle spearheads assurance and tax engagements for clients in various industries with a focus in the financial services field. His clients rely on his insights ranging from organizational structuring to compliance with accounting and regulatory rules. Nick advises clients across the in…
Maria Toledo, CPA, MST
Principal, International Tax
Miami
Maria helps domestic and foreign privately-held companies, closely-held businesses and high-net worth individuals navigate the tax compliance experience as they conduct business and acquire real estate in the U.S.
Carlos A. Somoza, JD, LL.M.
Principal, International Tax
Miami
Carlos A. Somoza leads Kaufman Rossin’s international tax services practice. He has more than 25 years of experience in federal income, gift and estate taxation. He has served clients in the private and public industries, advising them in the areas of international taxation, estate planning, taxab…










Deborah Young, CPA
Principal, Entrepreneurial Services
Miami
Deborah Young is a leader in Kaufman Rossin’s entrepreneurial services practice, with expertise in providing federal and state income tax compliance, planning, and consulting services to entrepreneurial and closely held businesses, hedge funds and their investors, professional service …
Daniel Wagner
Associate Principal, State and Local Tax
Boca Raton
Daniel Wagner joined Kaufman Rossin in 2000 and is an associate principal in the tax department.
Joseph Yoh, CPA
Principal, Financial Services
Miami
Joseph Yoh joined Kaufman Rossin in 2003 and is a principal in the Financial Services department.
Alex Pierre
Manager, Tax-Financial Services
Alex Pierre is a manager in Kaufman Rossin’s tax practice and joined the firm in 2014.
Gregory M. Levy, FICPA, CPA
Principal Emeritus, Financial Services
Miami
Gregory M. Levy joined Kaufman Rossin in 1992. He developed expertise in hedge funds, investment advisory firms and securities brokerage firms as a national firm partner in New York and Chicago prior to joining the Firm.
He is a nationally recognized authority on private investment funds (h…
Aïssa Tirera-Cissé
Senior Manager, Financial Services
Abidjan
Aïssa Tirera-Cissé is a senior manager and the head of Kaufman Rossin’s Abidjan, Ivory Coast office. She is also co-employed as a senior manager by Kaufman Rossin’s affiliate, Kaufman Rossin Alternative Investment Services. The Ivory Coast office provides a variety of financial and accounting …
Nick P. Tootle, CPA
Principal, Financial Services Assurance and Consulting
Miami
Nick P. Tootle spearheads assurance and tax engagements for clients in various industries with a focus in the financial services field. His clients rely on his insights ranging from organizational structuring to compliance with accounting and regulatory rules. Nick advises clients across the in…
Maria Toledo, CPA, MST
Principal, International Tax
Miami
Maria helps domestic and foreign privately-held companies, closely-held businesses and high-net worth individuals navigate the tax compliance experience as they conduct business and acquire real estate in the U.S.
Carlos A. Somoza, JD, LL.M.
Principal, International Tax
Miami
Carlos A. Somoza leads Kaufman Rossin’s international tax services practice. He has more than 25 years of experience in federal income, gift and estate taxation. He has served clients in the private and public industries, advising them in the areas of international taxation, estate planning, taxab…










Deborah Young, CPA
Principal, Entrepreneurial Services
Miami
Deborah Young is a leader in Kaufman Rossin’s entrepreneurial services practice, with expertise in providing federal and state income tax compliance, planning, and consulting services to entrepreneurial and closely held businesses, hedge funds and their investors, professional service …
Daniel Wagner
Associate Principal, State and Local Tax
Boca Raton
Daniel Wagner joined Kaufman Rossin in 2000 and is an associate principal in the tax department.
Joseph Yoh, CPA
Principal, Financial Services
Miami
Joseph Yoh joined Kaufman Rossin in 2003 and is a principal in the Financial Services department.
Alex Pierre
Manager, Tax-Financial Services
Alex Pierre is a manager in Kaufman Rossin’s tax practice and joined the firm in 2014.
Gregory M. Levy, FICPA, CPA
Principal Emeritus, Financial Services
Miami
Gregory M. Levy joined Kaufman Rossin in 1992. He developed expertise in hedge funds, investment advisory firms and securities brokerage firms as a national firm partner in New York and Chicago prior to joining the Firm.
He is a nationally recognized authority on private investment funds (h…
Aïssa Tirera-Cissé
Senior Manager, Financial Services
Abidjan
Aïssa Tirera-Cissé is a senior manager and the head of Kaufman Rossin’s Abidjan, Ivory Coast office. She is also co-employed as a senior manager by Kaufman Rossin’s affiliate, Kaufman Rossin Alternative Investment Services. The Ivory Coast office provides a variety of financial and accounting …
Nick P. Tootle, CPA
Principal, Financial Services Assurance and Consulting
Miami
Nick P. Tootle spearheads assurance and tax engagements for clients in various industries with a focus in the financial services field. His clients rely on his insights ranging from organizational structuring to compliance with accounting and regulatory rules. Nick advises clients across the in…
Maria Toledo, CPA, MST
Principal, International Tax
Miami
Maria helps domestic and foreign privately-held companies, closely-held businesses and high-net worth individuals navigate the tax compliance experience as they conduct business and acquire real estate in the U.S.
Carlos A. Somoza, JD, LL.M.
Principal, International Tax
Miami
Carlos A. Somoza leads Kaufman Rossin’s international tax services practice. He has more than 25 years of experience in federal income, gift and estate taxation. He has served clients in the private and public industries, advising them in the areas of international taxation, estate planning, taxab…
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