Stephen J. Schwartz, LLB, LLM, CPA
Partner
Expertise
Fiduciary accounting and administration
Estate planning
Estate taxation
Tax research and planning for high net worth individuals
Valuation of closely held businesses
Buy/sell agreements
Licenses and Accreditations
Attorney, New York State
Certified Public Accountant, New York
Affiliations
New York State Bar Association
Trusts and Estates Law Section
Nassau County Bar Association
Probate, Trust and Estate Committee
New York State Society of Certified Public Accountants
Estate Planning Committee - Chairman
American Institute of Certified Public Accountants
Education
LLB, New York University School of Law
LLM, Taxation, New York University School of Law
BBA, Hofstra University
Speeches
NYSSCPA's Nassau Chapter - as chairman of the Estate Planning
Committee - lectured at various meetings and Continuing
Education Programs
Lectured to various business, civic, and religious groups with regard
to tax and estate planning


