As a partner in Schulman Lobel, Andrew provides business management for performing and creative artists, athletes, and other celebrities, including US nonresident aliens, as well as tax and financial planning for high net-worth individuals and their closely held businesses. In addition, he has special expertise in representing clients in the settlement of tax controversies. While his career focus has been personal financial planning (PFP), at Schulman Lobel his predominant clientele have careers in screen, television, and live stage, including several nominees and winners of Academy, Emmy and Tony Awards. The firm also represents other established talents such as authors, photographers, painters, musical performers, songwriters, models, and athletes. Additionally, Andrew has developed an expertise in the representation of nonresident alien performing and creative artists; presently the firm represents over a dozen British artists.
Education & Licenses
Andrew received his BSBA in Accounting at Boston University’s School of Management (1975), graduating Magna Cum Laude. He received his MBA in Taxation at Fairleigh Dickinson University, graduating with honors.
He holds his CPA Licenses in New York, California, and New Jersey. He also holds New York Life, Accident, & Health License and has since been licensed in several other states.
ACHIEVEMENTS & AFFILIATIONS
The financial media has often acknowledged Andy’s expertise:
- Worth magazine named him one of the nation’s Best Financial Advisers for several consecutive years
- Accounting Today including him as one of the 50 Names To Know In Financial Planning
- Consumers’ Research Council Of America listing him in their Guide To America’s Best Financial Planners
- Appeared in publications of The Wall Street Journal, Investor’s Business Daily, USA Today, The New York Times, Dow Jones Investment Advisor, and more
Andrew has been published in a large number of publications. He co-authored the AICPA publication Guide To Planning For Performing And Creative Artists and the AICPA course Tax Considerations For Professional Athletes And Entertainers. He has appeared in the AICPA video Education Funding. He assisted the AICPA in planning its Certificate of Educational Achievement program in PFP, as well as planning and lecturing at several of the AICPA’s PFP Technical Conferences and PFP Investment Conferences. He has also edited PFP materials for The CPA Journal, as well as for other professional publications and has lectured throughout the country on the subjects of PFP and his specialty of representing performing and creative artists. He is proud to have assisted the New York State Society of CPAs in developing their Task Force to provide pro bono assistance to victims of the September 11th disaster and of creating and developing, as well as serving as the chairman of the Disaster Recovery Conference held in New York City in February, 2002.