Bio
Experience
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CPA
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2001 - Present
Preparation of tax returns for Individuals as well as small and medium sized businesses.
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CEA, LLP
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Carlsbad, CA
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Tax Manager
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Jan 2001 - Present
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Carlsbad, CA
Tax Manager on part time basis.Review tax returns prepared by the staff.Prepare tax returns including Estates, Trusts, Multistate Corporate returns.Present CE to staff on various topics including AMT, 1031 Exchanges, Lacerte tax software, M-1 Adjustments, AAA analysis, etc.Research on various i...
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Rosenblatt, Bass & Margulies, LLP
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East Brunswick, NJ
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Managing Partner
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1976 - 2000
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East Brunswick, NJ
Manage local accounting firm with large cross section of clients. Specializing in financial statement and tax preparation as well as tax planning for retail, real estate, import/export businesses and high-income individuals. Represent clients before IRS.Extensive tax and accounting experience us...
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Investors Funding, Corp.
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Rockefeller Center, New York, NY
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Manager of Real Estate Accounting
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1973 - 1976
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Rockefeller Center, New York, NY
Supervised staff of 25.Accounting function for operating one billion dollars of real estate on the East Coast.Prepared closing statements for purchase and sales of real estate. Transactions valued from $250,000 to $250,000,000. Real EstateTax Shelter Structuring using techniques involving high l...
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All American Realty Company
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Hackensack, NJ
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Assistant Controller
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1971 - 1973
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Hackensack, NJ
Housing Developments in the PoconosResponsible for accounting for multiple corporate group, including home-building, financing, utility and sales companies
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Haskins & Sells, CPA's (Now Deloitte To...
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Wall Street, New York, NY
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Senior Accountant
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1967 - 1971
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Wall Street, New York, NY
One of the “Big Eight” accounting firms at the time. Full charge auditing engagements. Supervised several audits concurrently. Brokerage auditing. Merrill Lynch and others.
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Education
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1963 - 1967Baruch School of the City College of New York. (Now known as Baruch Coll...
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