Alan Wohl Partner

Alan has more than 20 years of diversified public accounting experience, focusing on developing business strategies for high-net-worth individuals, entrepreneurs, and multigenerational families. He also provides strategic tax planning and compliance services for senior management in industries that include real estate, legal, hospitality, and entertainment. One of Alan’s specialties is consulting on family wealth and family office matters. Alan received his Bachelor of Business Administration in Accounting from Baruch College.

Industry Expertise

High-Net-Worth Individuals and Families
Entrepreneurs, Professionals & Executives

Closely Held Businesses
Family Offices
Business Management

Service Specialties

Business Advisory and Practice Management
Tax Advisory, Planning and Compliance
Estate and Gift Tax Planning

Wealth Preservation
Financial Reporting
Succession Planning Internal Controls

Licenses & Certifications

Certified Public Accountant, New York

 

Memberships

American Institute of Certified Public Accountants

New York State Society of Certified Public Accountants

Want to know more?