MICHAEL D. SCHWARTZ CPA, JD, MBA, CHFC, CFP

MICHAEL D. SCHWARTZ, CPA, JD, MBA, CHFC, CFP

Michael D. Schwartz is principal of his own Tax and Accounting practice specializing in Estates, Trusts, Tax, Financial Planning and Partnerships. He was previously with the Big Six accounting firms of Deloitte Haskins & Sells and Coopers & Lybrand, handling tax, estate and financial planning for high net worth individuals, corporate executives and small businesses.

Mr. Schwartz received a B.A. in Mathematics from Ithaca College, his J.D. from St. John's University School of Law, an MBA from New York University, the Certified Financial Planner designation from the Denver College for Financial Planning and the Chartered Financal Consultant designantion from the American College.

Mr. Schwartz is or has been a member of the tax divisions of the American Society of Certified Public Accounants and the American Bar Association. He has been active in various subgroups including Personal Financial Planning, Employee Benefits, Trusts and Estates, Real Property and Probate, and Flow-through Entities. He has been a member of the New York Bar for over 30 years and is admitted to practice before the U.S. Tax Court and the U.S. Supreme Court.

Mr Schwartz has spoken before civic and professional organizations regarding various aspects of estate and financial planning. He has also taught national seminars for professionals of Deloitte Haskins & Sells as well as Coopers & Lybrand and has been an adjunct professor of tax planning and management at Queens College in New York City. He has been quoted widely in various publications including the Wall Street Journal, USA Today, Lears Magazine and Financial Investor and has appeared on Your Money (CNN) and Today's Business (CBS).