Working with professional advisors – doctors, lawyers, investment counselors, accountants – in order to best interface with your advisors, you and they must become a team. You should become part of the process as you work together, building a bond of trust. We’ll also talk about some of the nuts and bolts of working with your accountant in the preparation of your income tax returns, but more importantly, how the right relationship with your accountant…as well as your other advisors… will help to not only manage the basics, but also assist you in planning for your future. Our agenda:
- Who are your professional advisors?
- You’re part of the team
- The nuts and bolts of taxes
- More than compliance
- Planning for the future
Peter Frank, CPA, CITP, a partner at the New York City accounting firm of Cornick, Garber & Sandler, LLP, has been advising individuals and closely held businesses on accounting and tax matters for nearly 40 years. He has a diversified clientele, ranging from the entertainment and film business to real estate, hotels and restaurants, professional and financial services, inbound international tax clients, U.S. expatriates, and others. Peter works closely with start-up businesses as well as many individuals of small to high net worth, and prides himself on the relationship and trust he develops with his clients, assisting them with many areas of their business and financial lives. He and his firm understand the delicate balance between concerned client counseling, professional competence and creative thinking, and design solutions to meet their client’s needs. This philosophy is combined with a solid commitment to helping clients not only solve their immediate financial challenges but plan for the future. We offer clients an active awareness of their goals – on all levels and from all staff – and employ our experience, skill and knowledge to deliver a total solution. In addition to being a practicing CPA, Peter is an active volunteer in his profession, currently serving as a member of Council of the AICPA (American Institute of Certified Public Accountants) and is a board member of a number of not-for-profits, including Savvy Ladies. And with a bachelor’s degree in music behind him, he has been a performing musician for most of his life.