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 | Closely Held Businesses |
Service Specialties | Business Advisory and Practice Management | Wealth Preservation |
Licenses & Certifications | Certified Public Accountant, New York | |
Memberships | American Institute of Certified Public Accountants | New York State Society of Certified Public Accountants |