- Closely Held Businesses
- High Net Worth Individuals
- Professional Services
CREDENTIALS / EDUCATION
- University of Michigan, BA
- Yeshiva University, Cardozo School of Law, JD
- New York Bar Association
Andrew Goldstein is a Senior Manager in the Private Business Services Group with over 30 years of professional experience. Andrew has a diverse background and extensive experience managing client relations for privately owned businesses and high net worth individuals. He provides consulting and tax services to professional services firms, including attorneys, architects and consultants among others.
Andrew is an attorney admitted to practice in New York and New Jersey and the U.S. Tax Court, and he has represented clients before the Internal Revenue Service and state tax authorities. Prior to joining the firm, he was with a regional accounting firm focusing on private business clients, as well as a sole practitioner attorney for 10 years.
Andrew is a frequent speaker on topics of tax, financial planning, and related matters.