Hal is a tax partner based in our Princeton, NJ, office and has almost 20 years of professional experience providing income tax, financial and advanced estate planning advice to corporate executives, closely-held business owners and affluent individuals.
Hal is a certified public accountant, personal financial specialist from the American Institute of Certified Public Accountants (AICPA), CERTIFIED FINANCIAL PLANNER™ professional and accredited estate planner.
He is also a member of Withum’s Estate and Trust Services Group, where he focuses on assessing client financial situations and develops targeted plans to meet individual client goals.
Prior to joining Withum, Hal was the regional managing director of Wachovia Bank’s Financial Planning Practice serving the Pennsylvania and Delaware regions. In addition, Hal has more than five years of tax experience in the corporate tax department and the personal financial counseling services practice at Big Four firms.
Hal has written a number of articles for local and national publications and provides presentations in the specialized areas of estate and financial planning. Hal is past president of the Mercer County Estate Planning Council Board and past Treasurer of Congregation Kol Emet. He resides in Bucks County, PA.
Learn more about my professional experience and how I spend my time outside the firm.
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Heckerling Institute on Estate Planning: 2015 Conference Highlights Email Ted The Heckerling Institute on Estate Planning is a national gathering place for estate planners including attorneys, trust officers, accountants, insurance advisors and wealth management professionals. Over 3,000 professionals attended this year’s conference in Orlando, FL to gain practical guidance on tax and non-tax issues involved…