James A. Osteen, CPA

Manager

Estate & Trust

Miami

James (Andy) Osteen is a manager in Kaufman Rossin’s estate, trust and exempt organization practice. He provides tax compliance, advisory and consulting services for a variety of clients, including high-net-worth individuals, estates, trusts and tax-exempt organizations.

He specializes in individual, S-corporation, family limited partnership, fiduciary, gift, estate and generation-skipping transfer taxation and planning for foreign and domestic clients.

Andy helps fiduciaries with estate and trust tax compliance and administration issues. He also assists foreign and domestic clients with offshore and onshore voluntary disclosure compliance.

Before joining Kaufman Rossin in 2012, Andy worked at a South Florida-based CPA firm.

He is a Certified Public Accountant in the state of Florida, and a member of the American Institute of Certified Public Accountants. He is also a member of the Greater Miami Tax Institute, the Florida Bar Association and the Estate Planning Council of Greater Miami.


Education

  • Master of Taxation. Taxation. University of Miami.
  • Juris Doctor. Accounting/Finance. University of Miami.