Norm Schulman, CPA, CGMA
Chief Executive Officer, Managing Partner, Schulman Lobel Advisors, LLC
Location:
New York, NY | Princeton, NJ
Services:
• Accounting
• Business Management
• Business Tax
• Financial Planning
• Tax Litigation
• Tax Planning for High-Net-Worth Individuals
• Business Advisory & Strategic Planning
• Real Estate Tax Planning & Structuring
• Entity Structuring & Ownership Planning
• Multi-State Tax Planning
• Litigation Support & Expert Witness
• Mergers & Acquisitions Advisory
• Outsourced CFO Advisory
• Financial Decision Support
Industries & Expertise
• Family Businesses
• Medical & Professional Practices
• Real Estate & Construction
• Restaurants & Hospitality
• Fashion
• Marketing, Branding & Advertising
• Closely Held & Family-Owned Businesses
• Professional Services
• High-Net-Worth Individuals & Families
• Consumer Products & Retail
• Entrepreneurs & Startups
About Norm
As CEO and Managing Partner, Norm Schulman brings over 30 years of diverse accounting, tax, and business experience, including more than 20 years in public accounting and 11 years in private industry as a CEO and CFO. Norm has also worked with the investment banking firm Morgan Lewis Githens and Ahn, and served as president of Target Access Media, an advertising company whose clients included McDonald's, Procter and Gamble, and Bristol Myers Squibb. Prior to that, he was the Chief Financial Officer of an international wholesaler of food, health, and beauty care products.
His public accounting background extends to litigation support engagements as an expert witness in partnerships, shareholder and matrimonial disputes. In addition, his clients include high net worth individuals, real estate concerns and professional practices, among others.
Education and Licenses
• B.S. in Accounting, Boston University
• Stuyvesant High School, New York City
• Certified Public Accountant (CPA), New York and New Jersey
Achievements and Affiliations
• Accountant of the Year, New York Enterprise Report; Best Accountants and Attorneys for Privately Held Companies (2012)
• Member, American Institute of Certified Public Accountants (AICPA)
• Member, NYS Society of Certified Public Accountants, including the Real Estate, Business Valuation, Entertainment Arts & Sports, and Litigation Services Committees
• Treasurer and Board Member, Leukemia and Lymphoma Society of New Jersey (18 years)
• Former Board Member and Audit Committee Chairman, Herald Bank
• Advisory Committee Member, Princeton Girl Choir and Princeton Regional Scholarship Fund
• Advisory Board Member, Unison, LLC
• Board Member, Fairytales, Inc.
• Former Trustee and Board Member, CVCC