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Michael advises closely held and family-owned businesses in construction, retail and wholesale, as well as professional service firms and high net-worth individuals. His work ranges from audit and tax to asset protection, business succession and estate tax planning.

He holds the Certified Construction Industry Financial Professional (CCIFP) and Certified Construction Auditor (CCA) designations, has been featured in Long Island Business News’ “Who’s Who in Accounting,” and is a former adjunct professor of accounting at SUNY Old Westbury. He regularly presents to bankers, attorneys and sureties.

Rob advises privately held businesses, business owners and high-net-worth families, with experience across construction, real estate, warehousing, logistics, medical and dental practices, and law firms. His practice focuses on tax strategy, mergers and acquisitions, succession planning and corporate reorganizations.

As a Certified Fraud Examiner, Rob leads forensic investigations and provides expert testimony in business disputes, embezzlement cases, and trust and estate matters. His writing has appeared in Accounting Today, Newsday and Long Island Business News.

Catherine handles tax compliance, planning and research on complex matters for individuals and businesses, and also provides accounting, consulting and assurance services.

She advises privately held and family-owned businesses, their owners and high net-worth individuals, with a background in construction and real estate.