tax • Cpa
Luke
Haggerty
CPA • James, Surman & Goldberg
10+ years in public accounting, including 7 years with a national firm. Specializing in income tax compliance, business combinations, and tax strategy for middle-market and private equity-owned businesses.
About Luke Haggerty
Luke brings more than 10 years of experience as a public accounting professional, including 7 years with a national firm. He specializes in partnership and corporate income tax compliance, accounting for income taxes under ASC 740, and tax planning and compliance for business combinations.
Additional Areas of Expertise
Luke's additional areas of expertise include working with high-net-worth families and individuals, multi-state filing for Subchapter C consolidated corporations, closely held companies, and international tax compliance. Luke also has experience with exit planning strategies and tax due diligence — making him a natural fit for the BOC advisory team.
Industries Served
Luke provides a full range of income tax compliance and planning services to a diverse range of middle-market clients, with a primary focus on private-equity-owned enterprises. He works with both public and private companies across Real Estate, Retail, Hospitality, Technology, Biotech & Medical Devices, and Legal Services.
Professional Memberships
American Institute of Certified Public Accountants (AICPA) — Member
Florida Institute of Certified Public Accountants (FICPA) — Member
Personal
In his free time, Luke enjoys boating, fishing, attending church, and spending time outdoors with his wife and children.
AREAS OF EXPERTISE
Income Tax Compliance
partnership, corporate, and consolidated returns.
ASC 740
Accounting for income taxes under US GAAP
Business Combinations
Tax planning for M&A transactions
International Tax
Cross-border compliance and sturucturing
Nigh-Net-Worth Individuals
Complex individuals and family tax planning
CAREER HIGHLIGHTS
10+ Years
Public accounting experiecne
7 Years
With a national accounting firm
Private Equity Focus
Primary expertise in PE-owned enterprises
Multi Industry
6 sectors across public and private companies
Ready to work with Luke?
Schedule a free consultation and speak directly with Luke about your tax strategy and exit planning needs.
OUR TEAM
The People Behind Every Successful Exit.
WEALTH MANAGMENT
Glen Turner
Eagle Harbor Advisors
Forbes Top Wealth Advisor specializing in retirement planning, exit strategy, and complex wealth management for business owners and high-net-worth individuals.
FULL BIO ➞
LEGAL • CEPA
Kelly Sturmthal
Attorney & Exit Planning Advisor
Estate planning attorney and Certified Exit Planning Advisor with 25+ years guiding business owners through succession, legal structuring, and legacy planning.
FULL BIO ➞
M&A • DEAL MAKER
Jeff Weiss
Sellside Group
25+ years closing high-stakes M&A transactions across private equity, middle-market, and founder-owned businesses. Strategist and closer in equal measure.
FULL BIO ➞