Scarlett Cohen is a Tax Manager in BPM’s Private Client Group, Trust and Estates Practice, where she focuses on tax planning and advanced structuring for high net-worth individuals, family offices, businesses and closely-held investment entities.  

Scarlett advises clients on implementing and managing tax-efficient structures involving trusts, partnerships, charitable organizations, and multi-entity arrangements with a focus on preserving wealth and enhancing after-tax outcomes. She works closely with clients, advisors, and legal teams to analyze complex fact patterns, identify planning opportunities, and develop practical solutions that align tax, legal, and administrative goals.  

Recent experience includes structuring valuation protocols for closely held family assets to reduce potential estate tax exposure by $25M; technical analysis to mitigate California income tax exposure for a trust with over $15M in appreciated assets; and strategic consultation regarding trust modifications to preserve the GSTT exemption across generations. 

 

Julie brings over 20 years of experience in accounting systems consulting and ERP implementations to the BPM TSG team. She specializes in NetSuite ERP implementations and optimizations for clients across professional services, technology, life sciences, and wine industries. 

With a strong foundation in accounting, Julie helps client teams understand NetSuite from an accounting-driven perspective. By applying best practices and aligning system capabilities to business needs, she enables clients to leverage built-in efficiencies and maximize the value of their NetSuite investment. 

Julie Yparraguirre is a Tax Manager in BPM’s R&D Tax Credit Services practice with over five years of experience with R&D credit engagements for companies ranging from early-stage startups to large, multi-entity organizations. She manages end-to-end R&D credit studies, including qualified activity and expense analyses, Section 174 research cost capitalization, payroll tax offset claims, and the development of audit-ready documentation. Julie has experience across a wide range of industries, including biotechnology, life sciences, manufacturing, and software development, and works closely with engagement teams to ensure technical accuracy, consistency, and efficient project execution. 

Julie Ann Yparraguirre holds an active CPA license in California. 

Andy provides IT Assurance services, helping clients meet SOC reporting and Sarbanes-Oxley (SOX) compliance requirements. He has significant experience performing SOC 1® and SOC 2® examinations and SOC readiness assessments, guiding organizations through the SOC reporting process from planning and risk assessment through report issuance.   

Andy works closely with client stakeholders to evaluate control design and operating effectiveness, identify control gaps, and recommend practical, risk-based remediation strategies. He also performs independent testing of IT general and application controls for external audit clients under SOX 404(b). His experience enables him to help clients enhance their control environments while supporting audit efficiency and regulatory compliance. 

Howard specializes in tax compliance and tax planning services for high-net-worth individuals, with a particular focus on those who own closely held businesses. He works closely with clients to navigate complex tax matters, including individual and passthrough entity compliance and multi-state tax reporting requirements. 

In addition, Howard provides international tax compliance services, helping clients address cross-border reporting obligations and tax considerations across a wide range of industries and jurisdictions. His approach emphasizes accuracy, proactive planning, and practical guidance tailored to each client’s unique financial and business objectives. 

Zhihua (Howard) Kuang holds an active CPA license in California. 

Sean is a Senior Manager with deep expertise in the blockchain and digital assets industry. He brings significant experience supporting organizations operating in highly regulated, rapidly evolving environments, including establishing and leading the internal audit function at two major cryptocurrency exchanges. In these roles, Sean helped build scalable audit programs, strengthen internal controls, and support organizational growth while addressing regulatory and operational risk. 

Sean specializes in SOX compliance, internal audit, and SOC 1 and SOC 2 engagements. He works closely with clients to assess risk, design and enhance control environments, and support compliance with financial reporting and assurance requirements. Known for his practical approach and strong technical knowledge, Sean helps clients translate complex regulatory expectations into actionable, effective solutions. 

Sean Phillip Batchelor holds an active CPA license in California. 

Nidal specializes in digital assets, blockchain assurance, and compliance, leveraging a strong background in audit, internal controls, and cryptocurrency-specific assessments. His experience spans both public accounting and financial services, with a focus on helping organizations translate complex digital‑asset risks into practical, auditable control solutions.  

Nidal helped a blockchain‑based financial services organization strengthen internal controls over digital assets, improving audit readiness and alignment with evolving regulatory expectations. He worked with financial services teams to streamline audit processes, identify control gaps early, and reduce last‑minute audit issues, resulting in smoother audit cycles and clearer stakeholder communication. 

Nidal Micho holds an active CPA license in Michigan. 

Diana Cunha is a Director of Audit Methodology with 18 years of public and private accounting experience, supporting mid-sized and large multinational SEC registrants across aerospace and defense, retail, industrial manufacturing, utilities, and healthcare-related organizations, including museums and hospitals. She brings deep expertise in audit quality, risk assessment, SOX compliance, and SEC financial reporting, with advanced knowledge of US GAAP, US GAAS, Sarbanes-Oxley, and PCAOB standards. Prior to joining BPM, Diana served as a Director in an Assurance Practice at a large global public accounting firm and in the Professional Practice group at a national accounting organization, focusing on quality. 

In her current role, Diana develops and implements audit methodology for GAAS and PCAOB engagements and leads initiatives to enhance audit processes, efficiency, and consistency across the practice. Diana also contributes to internal training and learning initiatives, evaluates emerging technologies to strengthen audit quality, and mentors professionals across the firm. 

Diana Cunha holds an active CPA license in Connecticut. 

Leah focuses on flow-through taxation for businesses of various sizes, with a particular emphasis on the real estate industry. She has specialized experience in real estate partnerships on complex tax matters, including §754 elections, partnership divisions, and income and loss allocation issues. 

Recognized for her detail-oriented approach and strong technical expertise, Leah is committed to clear communication, high-quality service, and ongoing professional development.  

She also actively mentors and coaches colleagues, contributing to team efficiency and technical growth. 

Li (Leah) Yang holds an active CPA license in Illinois.

Abigail has over 17 years of experience as a tax professional with broad-based expertise across a wide range of tax matters. She specializes in serving high-net-worth individuals and their closely held businesses, providing integrated private client services, including tax planning, consulting, technical research, compliance, and tax representation. 

She works with clients holding interests in real estate, manufacturing, and closely held businesses, helping them navigate trust and estate planning, optimize post-transaction wealth, and implement effective charitable giving strategies. 

Marie Abigail Reyes Yan holds an active CPA license in California.