COMPANY
PROFESSIONALS: BROCHA LEWENSTEIN, CPA

BROCHA LEWENSTEIN, CPA

WORK EXPERIENCE
EDUCATION
PROFESSIONAL AFFILIATIONS
LICENSES

 

WORK EXPERIENCE
PricewaterhouseCoopers, LLP, New York, NY
Tax Manager; September 2008 - September 2009
SeniorAssociate; September 2006 - August 2008
Associate (Tax and Audit); January 2004 - August 2006

  • Prepared and reviewed federal and state partnership income tax returns for hedge funds, private equity funds and exchange funds, (including forms 1065, 1120, 8865, 8621, 926, 5471, 8861 and 8886)
  • Reviewed analyses on the following: Pfics, constructive sales, wash sales, drd calculations, 926 analyses, 754 adjustments, corporate actions and worthless securities
  • Prepared and reviewed 1120-RIC returns as well as 855 calculations and excise
  • Analyzed partnership agreements and memorandums
  • Performed audits of financial statements
  • Performed research of tax issues utilizing CCH, various programs
  • Organized and led meetings of 20+ staff as well as led calls with clients and administrators
  • Participated in production of a tax program
  • Taught trainings to 20+ coworkers, prepared slides and handouts
  • Acted as coach to staff providing guidance and mentoring

Irwin Kaufman, CPA, Brooklyn, NY
Junior Accountant/Auditor, September 2003 - December 2003
  • Assisted in audits of non-profit organizations and government grants
  • Wrote up clients' books and records and account analysis
  • Posted cash receipts and disbursements and prepared monthly trial balances
  • Prepared corporate tax returns

EDUCATION
Licensed Certified Public Accountant, New York, #097421-1
March 2008
Bachelor of Science in Accounting, Touro College, New York
January 2004, Summa cum Laude, GPA 3.93

PROFESSIONAL AFFILIATIONS
  • American Institute of Certified Public Accountants

    LICENSES
  • New York Certified Public Accounting
  • Tax Planning for Net Investment Income (May 9)

    Highlighted Recent Recordings:
    *A Trading Business Entity Is Better Than A Sole Proprietorship
    *Trader Tax Benefits & Elections To Make By April 15
    * 2013 Trader Tax Law: What You Need to Know NOW
    *2012 Tax Extensions & Section 475 MTM Elections
    *2012 Trader Tax Preparation Examples & Tips
    *Active Forex Traders Benefit From Trader Tax Status
    *Tax Benefits from Trading Section 1256 Contracts
    *How Traders Deduct Education
    *Updates: Trader Tax, Form 8949 vs. 1099-B problems, & Forex
    *Taxes for Options Traders
    *Best Entities for Traders and Investment Management
    *Launching an Incubator Hedge Fund

    Trader Tax

    Tax Tools

    Highlights:

    May 5: Petition on RallyCongress.com for the Net Investment Tax Read More

    May 1: The IRS needs to fix their proposed regulations for the Net Investment Tax Read More

    March 31: PFG investors can deduct theft losses on 2012 tax returns with Rev. Proc. 2009-20 safe harbor relief. That’s great news! Read More

    March 20: Extensions & Section 475 MTM elections are due by April 15 Read More

    March 7: MF Global & PFG Best deposit losses have nuanced tax treatment Read More

    March 5: Caution, downloading securities Form 1099-Bs into TurboTax often leads to incorrect tax filings Read More

    Feb. 5: Green’s 2013 Trader Tax Guide is our best ever Read More

    Jan. 5: Post fiscal cliff tax planning for traders Read More

    Dec. 7: New entities effective Jan. 1, 2013 reap many tax benefits Read More

    Dec. 4: Investors in hedge funds depend on “assurance” from quality independent CPA firms Read More

    Nov. 20: Cost-Basis Reporting Problems and Solutions Read More

    Sept 5: High-income traders and ObamaCare’s 3.8% Medicare tax Read More

    Aug 22: Proprietary trading Read More

    Jun 20: The Best Entities for Traders and Investment Management Businesses Read More

    Jun 20: Tax Benefits from Trading Futures & Other Section 1256 Contracts Read more

    GreenTrader blog archive, Forbes blog, Benzinga blog.

     




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