TAX PARTNER

Philip Lebovits, CPA

Tax Director

Philip Lebovits, Partner of S.D. Daniels & Co., PC and Tax Director, has over 30 years of experience in the public and private sectors, serving broker-dealers, private equity and hedge funds. His strong tax background in corporate, high net worth individuals, international, state, and local taxation enables him to extend an array of services to clients. Mr. Lebovits has held senior level positions with Deloitte, Eisner, BDO Seidman, and Morgan Stanley. A member of the AICPA “Financial Products Committee” and the Wall Street Tax Association, Mr. Lebovits earned a Bachelor of Science in Accounting from the University of Buffalo.

   

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Are you interested in Broker-Dealer or Investment Advisor Registration, Compliance Consulting, Accounting, Tax or FinOp Services? You can reach us at info@sddco.com or 212-751-4422.

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SPEAK TO AN SDDco CONSULTANT

 

Are you interested in Broker-Dealer or Investment Advisor Registration, Compliance Consulting, Accounting, Tax or FinOp Services? You can reach us at info@sddco.com or 212-751-4422.

FinOp Services & SupervisionBroker-Dealer Membership & ComplianceRIA Registration & ComplianceAML TestingCybersecurityAccounting & BookkeepingTax Compliance & AdvisingBroker-Dealer HostingStart-Ups & Fin Tech

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“When you hire SDDco, you benefit from the talent and expertise of the entire firm rather than that of an individual practitioner more limited in scope and resources.”

 

SCOTT DANIELS

Co-Managing Partner