Alicia Koross, CPA, is a principal in the Tax and Accounting Department at MBAF, and co-heads the Fort Lauderdale office practice where she supervises and manages the tax staff.
Alicia provides accounting, tax planning, research, and business consulting to a wide range of companies in various industries. These industries include closely held entities, financial institutions, franchises, healthcare, high net worth individuals, partnerships, real estate and construction. She also provides tax and business consulting in the international tax arena as it relates to the United States Virgin Islands.
Alicia’s experience ranges from working with high net worth individuals and family limited partnerships to accounting, tax consulting, and estate planning. She also has experience in medical practice consulting and physician compensation consulting.
Alicia specializes in tax and financial planning for corporations, partnerships and fiduciaries, representation before IRS in tax audits, personal tax and financial planning, retirement and estate planning, preparation and review of compiled and reviewed financial statements including personal financial statements and physician compensation consulting.
It is now the middle of February, 2019 and we have already been exposed to a great many tax returns that are subject to the new IRS Partnership audit rules, which became effective on January 1, 2018. Unfortunately, we have seen very few Partnerships ...Explore
The TCJA generally lowered federal income tax rates, with some exceptions. One of the ways in which lower rates impacts tax planning is that unmatched contributions to traditional employer retirement plans became less attractive. Example 1: Chet Tayl ...Explore
Many parents struggle with college expenses. You might think that the IRS is an unlikely place to seek help with paying for college, but did you know that there are some significant tax benefits available for college? According to a recent agency rel ...Explore
For all inquiries, please complete the form below and the appropriate professional will contact you back shortly.
Two recent trends are converging to increase banks’ risk management obligations. One is heightened scrutiny by banking regulators of their Bank Secrecy Act and Anti-Money Laundering (BSA/AML) compliance efforts. The other is customers’ increasing ...Explore
An unexpected outcome of the recent death of designer Karl Lagerfeld is that the topic of estate planning for pets has been highlighted. Lagerfeld’s beloved cat, Choupette, played a major role in his brand. The feline was the subject of a coffee ta ...Explore
The IRS has issued a press release reminding seniors that – in most cases – April 1, 2019 is the date that taxpayers who turned 70 1/2 during 2018, must begin making required minimum distributions (RMDs) from their individual retirement a ...Explore