CBIZ Goldstein Lewin
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CBIZ Goldstein Lewin Employees
DiRocco & Moss, LLC November 2014 - Present
Royale Management Services, Inc. January 2013 - November 2014
Esther Z. Bejar, CPA, P.A. June 2012 - December 2012
CBIZ Goldstein Lewin February 2011 - October 2011
Gladstone, Scher & Company December 2009 - May 2010
Internal Revenue Service February 2009 - April 2009
Skills
Microsoft Office, Quickbooks, QuickBooks, Accounting CS, ProSeries, GoFileRoom, ProSystem fx Tax, Tax Preparation
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2009
Bachelor of Science, Sport Management
Hinkle, Richter & Rhine, LLP January 2014 - Present
GFour Productions April 2013 - January 2014
Caler, Donten, Levine, Cohen, Porter & Veil, PA May 2011 - April 2013
Claudia Morgan Creations, LLC June 2009 - January 2011
CBIZ GOLDSTEIN LEWIN May 1988 - October 2007
LOGAN COMMUNICATIONS June 1996 - June 2004
Skills
Financial Reporting, Accounting, Finance, Business Planning, Financial Accounting, Budgets, Account Reconciliation, Cost Accounting, Forecasting, Tax, GAAP, Leadership, Financial Statements, Management Consulting, Cash Flow, CPA, Tax Preparation, Accounts Payable, Sarbanes-Oxley Act, Valuation, Internal Controls, Auditing
Education
Florida Atlantic University 1990 — 1992
Masters in Accounting
Montclair State University 1984 — 1988
BS, Business Administration
Morristown Beard Schol 1968 — 1973
CBIZ Goldstein Lewin June 2005 - Present
CBIZ Goldstein Lewin June 2005 - Present
Skills
Income Tax, CPA, Tax, Financial Reporting, Tax Preparation, Tax Accounting, ProSystem fx Tax, Auditing, Financial Analysis, US GAAP, Tax Research, Corporate Tax, GAAP, Internal Controls, QuickBooks, Accounting, Tax Returns
Education
Florida Atlantic University
Master, Taxation
Franklin Templeton Investments May 2013 - November 2014
Apex Fund Services September 2012 - May 2013
H&R Block December 2011 - September 2012
CBIZ Goldstein Lewin January 2011 - December 2011
Brickell Park Condo August 2009 - February 2011
Prudential Financial 2007 - 2009
North Miami Beach June 2004 - August 2007
Skills
Microsoft Office, Income Statement, Customer Service, PowerPoint, Accounting Applications, Financial Reporting, Accounting, Enthusiasm to learn, Account Reconciliation, Teamwork, Financial Analysis, Management, Microsoft Excel, Tax, Strategic Planning, Finance, Budgets, Payroll, Accounts Receivable, GAAP, QuickBooks, Analysis, Variance Analysis, Financial Statements, Investments, Financial Accounting, Accruals, Valuation, Financial Audits, External Audit, Fund Accounting, US GAAP, Journal Entries, Financial Modeling
Education
Florida International University - College of Business 2010 — 2010
EMST, Taxation
Florida International University - College of Business 2003 — 2007
Bachelors, Finance and International Business
CBIZ Goldstein Lewin 1975 - Present
Education
Marshall University 1968 — 1972
East Coast Tax Consulting Group LLC September 2011 - Present
CBIZ Goldstein Lewin January 2010 - 2012
Goldstein Lewin & Co. December 1992 - December 2009
Gladstone Madonna, CPA's 1990 - 1992
Cooper, Selvin & Strassberg, CPA's 1987 - 1990
Skills
IRS Problem Resolution, Tax Audit Representation, Tax Advisory, Income Tax, Tax Law, Tax Returns, Estate Planning, Business Valuation, Family Limited..., Valuation Discounts, Closely Held..., Business Succession..., Real Estate Partnerships, CPA, Trusts, Corporations, Partnerships, Tax, Estate Tax Planning, IRS problem resolution, IRS, Limited Partnerships, Succession Planning, Mergers & Acquisitions, Gift Tax, Corporate Tax, Tax Accounting, Auditing, Financial Planners, Tax Preparation, International Tax, Tax Research, High Net Worth..., GAAP, LLC
Education
Long Island University, C.W. Post Campus
B.S., Accounting
Pace University - Lubin School of Business
M.S., Taxation
Anchin, Block & Anchin LLP January 2013 - December 2013
Grassi & Co. November 2011 - December 2012
CBIZ Goldstein Lewin June 2002 - November 2010
Rachlin Cohen & Holtz 2000 - 2002
Skills
CPA, Corporate Tax, Tax, Payroll, GAAP
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1992
Financial Economics, Business/Managerial Economics
Florida Atlantic University
Accounting
Berkowitz Pollack Brant September 2013 - Present
Florida Atlantic University August 2012 - May 2013
Florida Atlantic University August 2010 - May 2013
CBIZ Goldstein Lewin 2012 - March 2012
Good Year Realty 2010 - 2011
Century 21 2005 - 2010
Skills
Microsoft Office, Microsoft Excel, Accounting, Financial Reporting, Auditing, Financial Accounting, Customer Service, Bookkeeping, Financial Analysis, Tax, Teamwork, PowerPoint, QuickBooks, Accounts Payable, Accounts Receivable, Account Reconciliation
Education
Florida Atlantic University 2010 — 2013
Master's degree, Accounting
Broward Community College 2008 — 2010
AA, Accounting
Martinelli & Co. April 2010 - Present
CBIZ Goldstein Lewin January 2006 - April 2010
South Florida Hospital Foundation August 2003 - February 2006
Skills
Strategic Planning, Accounting, SEC filings, Consolidation, Sarbanes-Oxley, Tax Preparation, Estate Planning, Tax Accounting, CPA, ProSystem fx Tax, Real Estate, GAAP, US GAAP, Outsourcing, Business Valuation, Financial Audits, Financial Reporting, Forensic Accounting, Auditing, Cost Accounting, Account Reconciliation, Tax, Managerial Finance, Financial Accounting, QuickBooks, Financial Analysis, External Audit, Corporate Tax, Financial Statements, Tax Research, Tax Returns, Internal Controls, Strategic Financial..., SEC Filings, Financial Planning
Education
Florida Atlantic University 2001 — 2005
BS, Accounting
Robert C. Zeigen CPA, LLC January 2015 - Present
CBIZ MHM, LLC January 2010 - December 2014
CBIZ Goldstein Lewin January 2010 - December 2012
Goldstein Lewin & Co. July 2008 - January 2010
Goldstein Lewin & Co. July 2003 - June 2008
Goldstein Lewin & Co. January 1998 - June 2003
Weinberg & Company August 1993 - December 1997
Prager and Fenton January 1984 - August 1993
Skills
Tax Preparation, CPA, Accounting, Tax, Income Tax, Corporate Tax, Tax Returns, Tax Accounting, Mergers & Acquisitions, QuickBooks, Tax Research, International Tax, Tax Advisory, Sales Tax, High Net Worth..., ProSystem fx Tax, Internal Controls, US GAAP, Financial Reporting
Education
City University of New York-Brooklyn College 1980 — 1984
Bachelor of Science, Accounting
CBIZ MHM, LLC January 2010 - Present
CBIZ Goldstein Lewin 2008 - Present
Goldstein Lewin & Co June 2008 - December 2009
McGladrey & Pullen October 2005 - April 2008
Skills
Auditing, GAAP, Accounting, CPA, US GAAP, Internal Controls, Corporate Tax, External Audit, Financial Analysis, Financial Reporting, Financial Accounting, Financial Statements
Education
University of Miami - School of Business 1988 — 1991
Kabat, Schertzer, De La Torre, Taraboulos & Co. January 2012 - Present
CBIZ Goldstein Lewin May 2006 - June 2010
Daskal Bolton LLP July 2005 - May 2006
Spear Safer and Company January 2003 - July 2005
McGladrey & Pullen, LLP October 1998 - December 2002
Spear, Safer, Harmon and Company January 1996 - October 1998
Grant Thornton LLP July 1994 - August 1995
Dowd and Ryder CPA August 1990 - March 1994
Grant Thornton January 1988 - August 1990
AIG January 1981 - January 1987
Skills
Accounting, Financial Reporting, Budgets, General Ledger, Auditing, Internal Controls, Account Reconciliation, GAAP, Financial Statements, Consolidation
Education
City University of New York-Brooklyn College 1971 — 1981
BS, Accounting
CBIZ Goldstein Lewin Executive AssistantSportcraftJanuary 2003 - July 2007
Providence Health & Services February 1981 - January 2003
Education
Madison High School 1961 — 1965
Portland Community College
Portland State University
CBIZ Goldstein Lewin February 1990 - Present
Education
Florida Atlantic University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting
CBIZ Goldstein Lewin May 2007 - Present
Skills
CPA, Corporate Tax, Tax, Accounting, ProSystem fx Tax, High Net Worth..., QuickBooks Proadvisor, Financial Statements
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Accounting
Florida Atlantic University
Master's degree, Accounting