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David Weinstein

Owner

David Weinstein, CPA CFE
Mamaroneck, New York, USA

Sol Practitioner

Professional Summary

Tax expert with more than twenty five years of experience specializing in flow through returns such as partnership, S corporation and trust tax returns. Responsibilities include federal and state tax preparation and review, tax research and planning and tax audits. Expert knowledge and skills negotiating with federal tax authorities on a wide range of tax issues inclusive of successful appeals. A proven, results oriented leader with the skills to build and motivate a team to work together successfully. I have provided tax planning for individuals to reduce or eliminate the alternative minimum tax, the fallacies of the "stretch-IRA" and timing of capital gains. I have successfully published several articles on tax and financial planning. Recently I wrote about the potential trap of the ROTH-IRA conversion. I utilize remote access to provide year round accounting and finance guidance because I believe the small business owner needs real time financial information, not last years financial information delivered at a time and place that's convenient for the accountant.

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Languages

  • English

Industry Experience

    • Accountanting

Interests/Hobbies

  • Running
  • Triathlons
  • Gardening

Birthday

February 16

Social Media

Experience

David Weinstein, CPA CFE
Mamaroneck, New York, USA 10543
Owner
Sol Practitioner
2014 - Present
Smart Certified Public Accountants, Certified Fraud Examiners and MBA who appreciates my client's business.

I believe that every business should get a second opinion before they come to a cross roads or face vexing situation. When it comes to accounting, forensics, auditing and taxation, why would you not want a second opinion? We offer that 2nd opinion you have a right too.

Education

MBA, Finance 2010
Fordham University
New York, New York, United States
Finance Society. 3.5 GPA
BBA, Accounting 1989
Baruch College
New YorkUnited States

Professional Certifications

Certified Public Accountant(CPA)
1993
Active
Certified Financial Examiner (CFE)
2012
Active

Associations and Societies

  • American Association of Certified Fraud Examiners

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