No one’s lives are more complex than professional athletes, entertainers, executives and entrepreneurs. What keeps you up at night? What are your personal and financial goals? What causes motivate you? To simplify and streamline your day-to-day affairs, and to maximize your long-term wealth, it makes sense to do what many of your peers have already done: engage the professional management team at Epic Sports & Entertainment Group.
Who we are
Through a strategic partnership with O’Connor Davies, LLC, one of the world’s premiere Certified Public Accounting firms, we provide our clients with unmatched financial and personal management services including; Accounting and Reporting, Family Office, Tax Planning and Compliance, and Business Management and CFO Services.
What we do
Our practice delivers a tightly integrated and comprehensive range of services that will help you organize, evaluate, and monitor, individual and family wealth including assets, investment portfolios, personal finance, compliance and reporting. Working closely with you, we develop and implement a long-term plan that is thoughtful, holistic, and customized to build and preserve wealth; while simultaneously taking on the day-to-day management of your financial obligations. Allowing you to focus on what made you successful in the first place.
Our team delivers expertise in a wide range of industries and practice areas, and is highly active in industry and professional groups. This provides us with a deep knowledge of current issues and trends that could impact your professional and personal lives.
We are committed to hands-on approach to client service and are always accessible through several regional offices throughout the United States. Globally, we support you through our membership in PKF International, a network of legally independent member firms offering access to tax, accounting, audit and consulting expertise in more than 440 locations in 125 countries worldwide.
What we provide
ACCOUNTING & REPORTING
Financial Statements and Customized Reports
Reporting to Partners and Family Members
Consolidated Financial Reporting
Cash Flow Reporting and Budgeting
Trust and Estate Accounting and Reporting
Investment Fund Administration
ADMINISTRATIVE SUPPORT
Banking, Cash Management and Bill Payment
Employee Management, Payroll Processing, Benefits Administration
Maintain Personal and Real Property Records
Client Information and Document Management
FAMILY OFFICE SERVICES
Cash Management, Budgeting, Payroll and Bill Payment
Accounting Services and Financial Reporting
Tax Planning and Compliance
Employee Administration and Management
Insurance Monitoring and Oversight
Assistance with Major Asset Purchases and Sales
Liaison with Agents, Attorneys, Investment Advisors, Insurance Brokers and Banks
Document and Contract Management
Residence Management
INVESTMENT OVERSIGHT & REPORTING
Coordinate and Facilitate Periodic Meetings with Investment Advisors
Review Asset Allocation and Strategies, Evaluate Investment Performance
Evaluate Tax and Estate Planning Implications
Investment Aggregation and Performance Reporting
Track Private Equity and Alternative Investments and Commitments
Maintain Tax Basis Investment Records
PRIVATE FOUNDATIONS
Tax Compliance
5% Minimum Qualifying Distribution Modeling and Requirements Forecasting
Avoidance of Self-Dealing Situations
Audit, Review and Compilation Reporting
Internal Control Design and Reviewing Reports
Administration of Investments and Alternative Investment Accounting
Performance Reporting
Due Diligence and Transaction Services
Grant-Making
Program-Related Investment Guidance
Board Governance and Training, Including Conflict-of-Interest Policies
Review and Preparation of Investment Policies
TAX PLANNING & COMPLIANCE
Strategic Tax and Retirement Planning
Tax Returns for Individuals, Estates, Trusts, Partnerships, Corporations, Foundations
Gift Taxes, Sales and Use Tax, FBAR and FATCA
Foreign, State and Local Tax Consulting and Compliance
Transactional Planning and Structuring
Representation Before Tax Authorities
WEALTH TRANSFER & LEGACY PLANNING
Coordinate with Attorneys to Provide:
Estate Planning
Succession Planning
Family Governance
Philanthropic Planning
RISK MANAGEMENT
Coordinate and Monitor Insurance
Liability, Property, Health, Life and Disability Insurance Evaluation
Process Insurance Claims
Inventory Assets and Obtain Appraisals
Security Consulting
OTHER SERVICES
Asset Appraisals and Business Valuations
Coordinate Asset Purchases, Sales and Financing Transactions
Contract Monitoring and Compliance
Residence/Property Management
Concierge Services
Who’s on the team
Matt Haines brings more than 13 years of expertise in the Sports and Entertainment industry to the key leadership role at Epic. After starting his career with SFX he moved on to become a partner at Inside Sports and Entertainment, where he helped increase revenues by 100%. Matt has been managing the talent, organization and event planning for the American Celebrity Golf Championship since 2000 for NBC Sports. He has also worked privately on career management with a broad array of athletes and celebrities.
Robert Raiola is a senior manager, CPA, with O’Connor Davies. In partnership with Epic, Robert acts like a “Personal CFO” for our clients by providing business management services, tax planning and business. He is member of the New Jersey Society (NJSCPA) of Certified Public Accountants and the American Institute of Certified Public Accountants (AICPA). He is a frequent lecturer of national note and articles and co-authored the AICPA book Winning Tax Strategies for Athletes & Entertainers. Robert is also a founding trustee of the Chatham Athletic Foundation that promotes safety in youth athletics. Robert is a graduate of Pace University with a B.A. in Accounting.
Joseph R. Doren is a partner, CPA, with O’Connor Davies. Joseph brings more in 30 years experience to the clients of the Epic Sports & Management Group. His focus is business consulting and advisory services, individual, partnership, corporate, estate and trust taxation. Joseph is the past President of Director of the NJSCPA (New Jersey Society of Certified Public Accountants) Hudson County Chapter. He is also a member of the American institute of Certified Public Accountants (AICPA) and is a Chartered Global management Accountant (CGMA). Joseph is graduate of Rutgers University with a B.A. in Accounting.
Gemma Leddy is a partner, CPA, and Director of Wealth Services with O’Connor Davies. She has more than 25 years of expertise in public accounting and the private sector. For Epic Sports & Management Group she provides comprehensive CFO services for our clients. Prior to O’Connor Davies, Leddy was Chief Financial Officer and Controller of a private family investment firm headquatered in New York City with a practice that served a broad array of prominent actors, models and athletes. Gemma is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). Gemma is a graduate of Queens College with a Bachelor of Arts in Economics and Accounting.
© 2015 Epic Sports & Entertainment Group
