1. Leveraged contacts in the banking industry to help many clients gain initial and increased lines of business credit.
2. Successfully negotiated and argued interpretation of NYS law saving client over $10M in tax and penalties.
WHAT THIS MEANS FOR OUR CLIENTS
1. Better LOC terms with minimal fuss.
2. No situation is completely hopeless.
Alan is partner at Roth&Co, and he primarily handles Real Estate entities and Wholesale/Distribution companies. He excels in finding creative solutions to tough tax problems, as well as selecting and managing the best team for any given project.
Alan began his accounting career at Roth&Co, and his persistent attention to detail along with strong client relationships propelled him from junior to partner within 13 years. Alan’s strengths are his drive, his dedication to clients and his ability to bring in the ideal resources to deliver the most valuable results to the client.
Alan received his B.S. (Honors) in Accounting and Economics from Queens College, is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants NYSSCPA).
Alan plays basketball regularly and follows all the real New York teams (Mets, Knicks, Rangers, Jets and Giants). He is treasurer of Achiezer Community Resource Center, and is the Gabbai in his local synagogue.