David Wasserstrum, CPA

Partner

Experience

Mr. Wasserstrum is a tax partner in charge of the firm’s Executive Compensation & Employee Benefits Practice. He possesses over 30 years of public accounting experience and is currently devoted exclusively to assisting clients with all executive compensation, retirement plan and employee benefit issues.  His practice includes plan document review for statutory compliance and appropriate design, including qualified plan self-audits, nonqualified deferred compensation plan issues; and stock option and separation pay plans. In addition, his experience includes extensive participation in merger and acquisition due diligence, and IRS examinations and DOL investigations.  He has assisted clients with regulatory problems before both the IRS and DOL, and has significant experience as a consultant to for not-for-profit organizations, and handling health and welfare plan issues.

License

Certified Public Accountant, New York

Education

BS in Accounting, Brooklyn College

MBA in Taxation, New York University Graduate School of Business

Affiliations

American Institute of Certified Public Accountants

New York State Society of Certified Public Accountants

     Employee Benefits Committee, former Chairman

American Society of Pension Professionals and Actuaries

ESOP Association

New York City Bar Association

     Employee Benefits Committee

Teaching Experience

1985 – 2000 Associate Professor, Leonard M. Stern Business School, New York

     University

Pension Profit Sharing and other Employee Benefits

2000 – 2001 Assistant Adjunct Professor, C.W. Post University

Pension and Profit Sharing Plans

2001 – 2003 Adjunct Professor, Stan Ross School of Accounting

Compensation and Employee Benefits