Team

Rozleen Giwani

Rozleen Giwani, CPA

Partner

  • New York City
  • (212) 223-5094
Rozleen Giwani, CPA is a Tax Partner at Grassi, where she focuses on tax planning and preparation services for high-net-worth individuals. Rozleen helps clients meet their tax mitigation and wealth preservation goals through a wide range of tax savings vehicles, including gifting, trusts and estate planning strategies. She has extensive experience with grantor retained annuity trusts, complex and simple trusts, gift tax returns and estate tax returns.

Drawing from deep experience in the financial services sector, Rozleen also works with Grassi’s Financial Services practice, providing tax services and advice to the firm’s hedge fund, private equity fund, broker-dealer and investment advisor clients.

Prior to joining Grassi, Rozleen was a tax partner at a regional accounting firm based in New York City. Her background includes tax planning and compliance services for corporations, family limited partnerships, investment partnerships and financial services entities.

Grassi Adds High-Net-Worth Specialist to Partner Group

Rozleen Giwani, CPA, has joined Grassi's Tax Practice as Partner. To this role, she brings extensive experience providing tax mitigation strategies, tax preparation and estate planning services to high-net-worth individuals.

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Coronavirus Stimulus Bill Moves One Step Closer to Enactment

Overnight, the Senate unanimously passed an expanded version of the Coronavirus Aid, Relief and Economic Security (CARES) Act that includes a historic $2 trillion of aid for Americans and businesses in the wake of the COVID-19 outbreak. The bill now moves on to the House, which is reported to be planning a vote for Friday morning. If approved, the legislation would then proceed to the President to be signed.

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Coronavirus Aid, Relief and Economic Security (CARES) Act Proposes Significant Relief for Businesses and Individuals

The Senate is negotiating the Coronavirus Aid, Relief and Economic Security (CARES) Act, the third round of federal government COVID-19 aid. The proposed bill includes relief to help businesses, individuals and the economy recover from losses caused by the Coronavirus disaster.

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Structuring Your Family Office for Maximum Tax Benefit

Family Offices have long struggled with maximizing the deductibility of their asset management and operating expenses. The Tax Cuts and Jobs Act (TCJA) eliminated the deductibility of investment, accounting, tax and similar advisory fees, which has exacerbated this issue.

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Industries

Education

    BS, in Accounting, St. John's University

    MS, in Taxation, St. John's University

Memberships

    American Institute of Certified Public Accountants (AICPA)

    New York State Society of Certified Public Accountants (NYSSCPA)
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