Don is a partner based in our New York office and also works out of our Princeton, NJ office. He has over 35 years of experience in taxation and administration of trusts, estates, foundations and not-for-profit organizations in the tri-state area. His involvement in tax planning for high net worth individuals and pre-and post-estate tax planning has been extensive.
A graduate of Brooklyn College, where he earned his bachelor’s degree in accounting, Don also completed graduate courses in taxation at Pace College in New York City. Early in his accounting career, he was the supervisor of the trust and estate tax and accounting department of two large New York law firms. In addition, Don was a manager of the Court Accounting Group and supervisor of the Fiduciary Tax Department of a national trust company. He also managed his own accounting practice, specializing in personal services planning and tax areas with emphasis on trusts and estates. Don is a member of the New Jersey and New York Societies of the National Association of Enrolled Agents as well as the National Society of Accountants and the International Association of Registered Financial Consultants. He is also a frequent speaker and has presented before the NJSCPA and professional groups. Don is a resource for attorneys and accountants with respect to state taxation and administration of trusts.
Don is a former basketball, baseball and wrestling coach, and he served as trustee for the Congregation Sons of Israel for eight years. He resides in Bergen County, NJ.