Martin H. Lager, CPA
Partner, Schulman Lobel Advisors, LLC
Location:
New York, NY
Services:
• Tax Compliance & Planning
• Partnership & S Corporation Tax Planning
• Estate & Trust Income Tax Planning
• Estate Tax Planning & Administration
• Trustee & Executor Services
• Multi-State Income Tax Consulting
• Non-Resident Tax Return Preparation
• Real Estate Tax Planning & Compliance
• High-Net-Worth Individual Tax Services
• Business Advisory Services
Industries & Expertise
• Real Estate Ownership & Operations
• Real Estate Development
• Real Estate Management
• Tax-Free Exchanges
• New York State Residency Expertise
• Multi-State Income Tax
• Motion Picture Production
• Farming & Horse Racing
• Authors
• Attorneys
• Private Foundations & Public Charities
• Cannabis
About Marty
Martin H. Lager, CPA is a Partner at Schulman Lobel Advisors, LLC, with a practice focused on tax compliance for high-net-worth individuals and their related businesses. Many of his clients are residential and commercial property owners, and he has particular expertise in partnership and S corporation tax issues and planning opportunities, working extensively with multi-generational family clients.
Marty also has expertise in estate and trust income tax issues as well as estate tax planning and administration, and has served in multiple trusteeship and executor appointments. He has built his client relationships on a service model that combines expert tax advice with a deep investment of time in understanding each client's needs, extending to clients' new business ventures as well as referrals of new clients. His clients are based throughout the United States, and on a selected basis he prepares non-resident returns for foreign clients with U.S. interests.
Education and Licenses
• B.S. in Accounting, Babson College
• MBA in Taxation, St. John's University
• Licensed Certified Public Accountant (CPA), New York
Achievements and Affiliations
• Member, American Institute of Certified Public Accountants (AICPA)
• Member, NYS Society of Certified Public Accountants, including the Real Estate, Partnership, S Corp and Cannabis Committees
• Former Board Member and Chairman of Audit Committee, Smartpros, Ltd.
• Former Trustee, Executive Committee Member and Comptroller, Temple Israel Center of White Plains, NY
• Serves in multiple trusteeship and executor appointments