Ramez Younan, CPA, MST
Partner, Schulman Lobel Advisors, LLC
Location:
New York, NY
Services:
• International Tax Planning & Compliance
• Estate, Gift & Trust Tax Planning
• Business & Individual Tax
• Executive Compensation Advisory
• Foreign Asset & Entity Reporting
• Foreign Trust Beneficiary Compliance
• Inbound & Outbound Tax Advisory
• Not-for-Profit Tax Compliance
• Partnership & Corporate Tax
• Cross-Border Investment Structuring
• Wealth Transfer & Multigenerational Planning
Industries & Expertise
• Family Business
• Real Estate
• Professional Services
• Not-for-Profit Organizations
• Trusts & Estates
• High-Net-Worth Individuals & Families
• Non-U.S. Investors & Foreign Nationals
• C & S Corporations
• Partnerships
About Ramez
Ramez is a Certified Public Accountant and tax partner at Schulman Lobel Advisors, LLC. With a career spanning over 24 years at some of the most respected accounting firms in New Jersey and New York. His in-depth understanding of complex international tax laws is sought out by clients involved in trusts and estates, partnerships, C and S corporations, and not-for profit organizations.
His working knowledge of tax compliance and planning matters has been especially useful to clients in the areas of gift, trusts and estates, and international tax matters for non-U.S. clients who conduct business in the U.S. or invest in U.S. real estate, and U.S. clients who own foreign assets or business entities, or are beneficiaries of foreign trusts.
Education and Licenses
• B.A. in Accounting, Alexandria University, Alexandria, Egypt
• Master of Accountancy in Taxation, Rutgers Business School, Rutgers University
• Licensed Certified Public Accountant (CPA), New Jersey
• Illinois CPA Society Excel Award, top 3% nationally on the CPA Exam
• Tax Executives Institute Certificate of Achievement, Rutgers University
Achievements and Affiliations
• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Illinois CPA Society
• Member, New Jersey Society CPAs
• Author, “GRATs & GRUTs, Now Before It’s Too Late,” published in Amper’s *The Review* and *The Metropolitan Corporate Counsel*