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 & Licenses
Adam received his B.B.A. in Public Accounting from Pace University. His M.S. in Personal Financial Planning is also from Pace.
Adam is a licensed CPA in the State of New York, and is a Certified Financial Planner.
ACHIEVEMENTS & AFFILIATIONS
Adam is currently a New York State Certified Public Accountant (NYSCPA) and a member of the American Institute of Certified Public Accountants (AICPA).
He also holds the AICPA Chartered Global Management Accountant (CGMA) designation.