Pension and Profit Sharing Plans
Qualified retirement plans (defined-contribution or defined benefit plans, Keoghs and SEPs) can provide notable tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.
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Howard SchulmanPartner
Howard has over 40 years of experience as a CPA settling tax controversies as well as mortgage company audits. He appears as a regular on the Wall Street Shuffle giving advice on tax .
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Bryan D. BullochPartner
Bryan has more than 16 years of financial management experience from controller to CFO to CPA–6 years as a tax executive in public companies.
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John DupertuisPartner
John oversees all compilation, review and audit engagements. He has a B.B.A. in Accounting and has over 19 years experience in the accounting field.
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Gary J. SegerPartner
Gary has nearly two decades of experience–serving as CFO of various companies over that last 10 years. Gary has a wealth of experience working in the Healthcare industry.
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Bryan GodleyPartner
Bryan has 15 years of Tax and Accounting experience–most of which has been spent in public accounting. He has worked in a variety of small to large accounting firms.
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