Peter Nussbaum, CPA

Partner, Estate and Trust

Expertise

Estates and trust expert

Tax research and planning for high net worth individuals

Fiduciary income taxation and accounting

Valuation of closely held businesses

Buy/sell agreements

Tax planning for public and private foundations

SEC settlement funds

License and Accreditations

Certified Public Accountant, New York

Affiliations

New York State Society of Certified Public Accountants

    Former member and chairman of Fiduciary Accounting Committee

    Former member of Estate Planning and Tax Exempt Organization

       Committees

American Institute of Certified Public Accountants

Education

BA in History, Beloit College

MBA in Taxation, Pace University

  

Publications and Speeches

Frequent lecturer to trade and business publications and associations,

    notably: New York University School of Continuing Education

Annual Conference: "Law and Taxation," and "Estate Planning and

    Fiduciary Income Taxation"

Foundation of Accounting Education

Annual Conference: "Advanced Concepts in Estate Planning"