Alexia McCluskey
CFE, CPA, CGMA
Managing Partner/Founder
Alexia McCluskey is a partner in the Wealth Management and Tax division focusing in financial planning, taxation, and business services. Alexia has been a CPA for over 20 years. Alexia has led, or co-led multiple public offerings, managed extremely complex structures and has designed and implemented advanced tax strategies for large families, private businesses, public companies and cross border transactions. Her vast experience has led her to be an extremely methodical lead on our most complex projects, both public and private.
Alexia is also responsible for all aspects of real estate advisory, including operations, leasing, property management, renovations, capital projects and final disposition. She also participates in sourcing and underwriting real estate acquisitions.
Alexia is also a partner of our affiliated Registered Investment Advisory and family office firms. Alexia's primary focus is on portfolio management and individual client investments. Alexia also serves as trustee on various trust accounts.
Prior to co-founding Brescia McCluskey, LLC, Alexia worked for Nowlen, Holt & Miner, PA in its tax, fraud, and audit divisions . Here, she gained knowledge of tax planning and compliance for high net worth individuals. She specializes in servicing emerging and closely-held business, including tax compliance, tax planning and business consulting for a broad range of industries and individuals. When necessary, she represents clients before taxing authorities on tax audits, disputes, and resolutions.
Industries Served
Closely-held Business
Real Estate Developers
Residential Rentals
Law Offices
Doctor Offices
Private Equity Firms
Automobile Dealerships
Veterinary Offices
Construction Companies
High Net Worth Individuals
Manufactures
Entrepreneurs
Contractors
Local Governments
Not-for-Profit Organizations
Special Districts
Governmental Pension Plans
Areas of Expertise
Tax Services
IRS Representation
Accounting Services
Foreign Transaction Reporting
Portfolio Investments
Social Security Planning
Private Foundations
SEC Compliance
Family Office Support
Financial Reporting
Business Advisory
Wealth Management
Retirement Planning
Financial Statement Audits
Federal Single Audits
Florida Single Audits
Agreed-Upon Procedures
Attestation Services
Forensic Accounting
Real Estate
Consulting Services
Professional Memberships
American Institute of Certified Public Accountants
Florida Institute of Certified Public Accountants
Florida Government Finance Officers’ Association (FGFOA)
Association of Certified Fraud Examiners
Education
Palm Beach Atlantic, Bachelor of Science in Accounting
Certified Public Accountant, American Institute of Certified Public Accountants
Certified Fraud Examiner, Association of Certified Fraud Examiners
Chartered Global Management Accountant, American Institute of Certified Public Accountants
Series 65 Securities Licensure, FINRA