Carlos Kaiser specializes in providing tax consulting and compliance services to partnerships, S-corporations and high-net-worth individuals. Carlos focuses on providing integrated guidance and strategies to business owners and investors in a manner that aligns their needs with those of their businesses and investments. Carlos also has extensive experience in addressing complexities associated with partnership income allocations, basis adjustments under §743(b) and §734(b), maintenance of capital accounts, targeted allocations and modeling complex waterfall allocation arrangements.
Carlos began his career in Los Angeles at Deloitte Tax providing tax consulting services to large corporations and compliance and advisory services to companies in the asset management space. Carlos later transferred to Deloitte’s New York office where he focused on alternative investment funds (private equity, hedge funds and venture capital funds) and real estate deals/structures. After three years in New York, Carlos moved back to Los Angeles and joined HCVT for a year. During this time Carlos worked on closely held businesses (law firms, medical practices and other entrepreneurs), high net worth individuals and investment funds.
Carlos has a bachelor’s degree in business administration with an emphasis in accounting from Saint Louis University and a Master of Business Taxation from the University of Southern California. Carlos is also a Certified Public Accountant in the states of California and New York and is a member of the American Institute of Certified Public Accountants.