Industries & Expertise
Entertainment
Family Business
Nonprofits
Real Estate
Professional Services
About Adam
Adam has over 25 years of experience advising and developing long-term relationships with artists, organizations, and business owners in various industries.
In his practice, Adam works diligently to achieve the best results for his clients, making their dreams come true whenever possible. He specializes in full-service tax planning and compliance, including business planning and consulting services for closely held businesses, individuals, private wealth clients, family offices, trusts, and not-for-profit organizations, including private foundations.
Education and Licenses
• B.B.A. in Public Accounting, Pace University
• M.S. in Personal Financial Planning, Pace University
• Certified Public Accountant (CPA), New York State
• Certified Financial Planner (CFP)
Achievements and Affiliations
• Licensed Certified Public Accountant (CPA), New York State
• Member, American Institute of Certified Public Accountants (AICPA)
• Chartered Global Management Accountant (CGMA), AICPA