Peter Frank, CPA, CITP
Partner, Schulman Lobel Advisors, LLC
Location:
New York, NY
Services:
• Accounting
• Financial Planning
• Tax Planning & Compliance
• International Tax Compliance
• Foreign National Tax Advisory
• U.S. Expatriate Tax Services
• Information Technology Consulting
• Accounting Systems & QuickBooks Advisory
• Startup & Scale-Up Business Advisory
• Closely Held Business Advisory
Industries & Expertise
• Entertainment & Film
• Family Businesses
• Internet & Technology
• Professional Practices
• Real Estate & Construction
• Restaurants, Hotels & Hospitality
• Foreign Nationals & U.S. Expatriates
• Startups & Emerging Businesses
• High-Net-Worth Individuals & Families
About Peter
Peter Frank, CPA, CITP, is a partner in the New York office at Schulman Lobel Advisors, LLC, and has been advising individuals and closely-held businesses on accounting, tax and business matters for over 40 years. He has a diversified clientele, with clients in the entertainment and film business, as well as real estate, hotels and restaurants, auctioneers, professional services, high net worth individuals and others. He is actively assisting foreign nationals to navigate the tax and business issues of operating in the U.S. as well as helping U.S. expatriates and non-residents to coordinate their U.S. and international tax compliance needs. Peter works closely with start-up, scale-up and established businesses, and prides himself on the relationships and trust he develops with his clients, assisting them in many areas of their business.
Peter also consults on information technology issues, having particular experience with accounting and business management systems. He is an early recipient of the AICPA’s Certified Information Technology Professional (CITP) credential, for which he assisted the AICPA in creation of its examination. Peter is a Certified QuickBooks Gold Level ProAdvisor.
Peter enjoys speaking about accounting and business issues before accounting organizations, business associations, college students and other groups.
Education and Licenses
• Undergraduate studies, Kenyon College
• B.M., Setnor College of Music, School of Visual and Performing Arts, Syracuse University
• Graduate studies, New York University, Graduate School of Business Administration
• Licensed Certified Public Accountant (CPA), New York State
Achievements and Affiliations
• Council Member, American Institute of Certified Public Accountants (AICPA), two terms
• Board of Directors and Executive Committee Member, New York State Society of CPAs (NYSSCPA)
• Former President, Manhattan/Bronx Chapter, NYSSCPA
• Committee Member and Chair, numerous NYSSCPA committees
• Former President, Accountants Club of America (ACA); current Board of Governors Member
• Former Chair, Manhattan Neighborhood Network (MNN); current Emeritus Board Member
• Performing and recording musician; 2 albums of original music available at www.peterfrankmusic.com and on Spotify