Ryan M. Levy
Levy CPAs | Dental CPAs & Advisors
- Role
- Owner at Levy Cpas
- Location
- Towson, MD, US
- LinkedIn followers
- 500 followers
About Ryan M. Levy
Advising and educating clients on tax and financial matters and empowering them to reach…
Experience
Owner
May 2019 — Present · Towson, MD, US
As a Certified Public Accountant with over 19 years of experience, Ryan\'s background includes strategic tax planning for individuals and closely-held businesses, family gift and estate planning, as well as business succession and financial planning. When working with his clients, Ryan will ensure that they achieve their financial objectives by tailoring a plan to meet their specific needs.Ryan is a Certified Financial Planner™, a Certified Valuation Analyst (CVA), and a proud member of the Academy of Dental Management Consultants. As a trusted advisor, Ryan provides business, retirement and personal financial planning advice to clients to help them meet their short and long-term financial goals.
Skills
- Corporate Tax
- Prosystem Fx Engagement
- Tax Accounting
- Gift Tax
- Financial Analysis
- Financial Accounting
- Charitable Trusts
- Accounting
- Private Foundations
- Investment Advisory
- Certified Financial Planner
- Trust Taxation
- Tax Preparation
- Tax
- Financial Planning
- Generally Accepted Accounting Principles (Gaap)
- Small Business Tax
- Partnership Taxation
- Cpa
- Income Tax
- Estate Planning
- Tax Advisory
- Gaap
- Internal Controls
- Personal Financial Planning
- Quickbooks
- Charitable Gift Planning
- Prosystem Fx Tax
- Auditing
- College Education Planning
- Employee Stock Options
- Financial Reporting
- High Net Worth Individuals
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