Marc Zand, CPA
Partner, Schulman Lobel Advisors, LLC
Location:
New York, NY
Services:
• Accounting
• Business Management
• Business & Individual Tax
• Financial Planning
• International Tax Planning
• Tax Litigation & Support
• Estate & Trust Tax Planning
• Tax-Exempt Organization Advisory
• Corporate & Partnership Tax
• Closely Held Business Advisory
• High-Net-Worth Individual Tax Services
• Business Consulting & Strategic Planning
• Succession & Ownership Transition Planning
• Multigenerational Financial Planning
Industries & Expertise
• Entertainment
• Family Businesses
• Medical & Professional Practices
• Closely Held & Privately Owned Businesses
• Corporations & Partnerships
• Estates & Trusts
• Tax-Exempt Organizations & Nonprofits
• High-Net-Worth Individuals & Families
• Family Offices
About Marc
Marc Zand is a partner at Schulman Lobel Advisors, LLC. He has 40 years of diverse experience in the accounting profession. Marc specializes in a broad range of tax, business management, consulting, planning and financial services to high net worth individuals. His area of concentration includes closely held businesses, corporations, partnerships, estates, trusts and tax-exempt organizations. Previously, he was appointed by the New York State Board of Regents and served two consecutive five-year terms as a board member for the New York State Board of Public Accountancy.
Education and Licenses
• B.B.A. in Accounting, Baruch College, Summa Cum Laude (1980)
• M.S. in Taxation, Baruch College (1992)
• Licensed Certified Public Accountant (CPA), New York State
• Life, Accident & Health Insurance License, multiple jurisdictions
Achievements and Affiliations
• Member, American Institute of Certified Public Accountants (AICPA)
• Member, New York State Society of Certified Public Accountants (NYSSCPA)
• Former Appointee, New York State Board of Regents to the New York State Board of Public Accountancy (two consecutive five-year terms)