Adam brings over 25 years of experience serving as a trusted advisor to a diversity of privately held companies and not-for-profit organizations. Adam routinely and successfully represents not-for-profit clients concerning IRS tax exemption and state charities applications, formations, tax exams, and government correspondence.
Adam has a wealth of experience auditing defined contribution 401(k), profit sharing and money purchase pension plans, as well as single-employer and multiple-employer defined benefit plans. He advises clients on 401(k) and pension plan compliance, and also helps identify ways to reduce administrative costs within these plans. Adam also successfully represents sponsors of employee benefit plans subject to IRS tax exams.
Adam prepares and makes presentations to audit, finance, and executive committees of boards of directors to review the results of audit engagements. He advises clients on implementing new internal controls, policies, and procedures recommended in management letters, and on ways to address compliance-related deficiencies.
Prior to joining Schulman Lobel LLP, Adam was a partner at regional and national accounting firms.
Education & Licenses
Adam received his B.B.A in Accounting and Finance from the University of Cincinnati.
He holds CPA Licenses in New York and New Jersey.
ACHIEVEMENTS & AFFILIATIONS
Adam is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA) where he formerly served on the Manhattan/Bronx Chapter’s Board of Trustees.
Adam is the president of the Oceanview Villas Condominium Association and he currently serves on the Government Relations Council of Nonprofit New York (formerly known as the Nonprofit Coordinating Committee of New York).