Sheldon, a Consultant in our Syracuse office, has in-depth experience in tax issues involving closely held and service related companies. He provides creative solutions to a variety of problems by analyzing the viability of corporate formations and related entities. His areas of expertise include:

  • Estates and Trusts
  • Real Estate
  • Buy/Sell Agreements
  • Investment Acquisitions
  • Sales, Financing and Projections
  • Fiduciary Accounting and Taxation

 

Education

  • Syracuse University, Bachelor of Science in Accounting

 

Experience

  • Over 35 years in the accounting industry
  • Became a CPA in 1975
  • Leads the Estate and Gift Tax team

 

Certifications

  • New York State Certified Public Accountant

 

Committees and Associations

  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA)
  • Board Member of March of Dimes

 

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Utica House
(315) 733-8210
Rome House
(315) 371-3545