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PRINCIPAL, SCHULMAN LOBEL ADVISORS, LLC

alexandra keogh, CPA, mst

Stacy Schrier, CPA

CALIFORNIA

ABOUT Alexandra

Alexandra (“Alex”) Keogh has more than twenty years of experience advising high-net-worth individuals and closely held businesses on complex tax and accounting matters. She works closely with clients to help them navigate federal, state, and multi-state tax requirements, manage risk, and identify practical opportunities for tax savings. Her experience spans individual and business tax compliance and planning for C- and S-corporations, as well as support for transactions and ongoing operational needs across service, manufacturing, and retail industries.

Alex is known for her hands-on approach and long-term client relationships, often working alongside financial advisors and attorneys to address both immediate tax issues and longer-term planning goals. In addition to her client work, she is actively involved in training and mentoring tax professionals and regularly presents at professional seminars.

Education & Licenses

Alex received her bachelor’s degree in business administration (with a concentration in accounting) from Adelphi University and graduated summa cum laude. She received her Master of Taxation from SUNY Old Westbury. Alex is a licensed CPA in both New York and Florida, and holds a life, health and annuity insurance license in Florida.

ACHIEVEMENTS & AFFILIATIONS

Academic Scholarship; Member of National Business Honor Society; Honors Graduate; Member of AICPA, NYSSCPA