Partner, Tax
Among his work with high-net-worth individuals, Alfredo focuses on pre-immigration tax planning, expatriation tax planning, foreign investment in U.S. real estate (FIRPTA), foreign tax credits, tax treaty planning, and structuring cross-border transactions. His expertise extends to tax compliance and planning for U.S. citizens residing abroad, ensuring optimal tax strategies for diverse client needs. Alfredo's reputation in the private client space is not only built on his individual achievements but also on his collaborative approach. He is recommended by major financial institutions and law firms, which is a testament to his ability to work closely with attorneys and bankers.
Prior to joining Socorro Partners, Alfredo was tax partner at BDO USA, Morrison, Brown, Argiz & Farra (MBAF), and Kaufman Rossin. A Florida-licensed CPA, Alfredo holds a Master of Business Administration from the University of Miami, and both a Master of Science in Taxation and an undergraduate degree in accounting from Florida International University.