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Phone :
917.438.3992
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Email :
akufeld@rkco.com
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| Vcard :
Alan S Kufeld.vcf |
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Alan Kufeld is a principal based in Rothstein Kass’ New York office. As a member of Rothstein Kass’ Family Office Group, Alan specializes in income and estate tax planning, wealth preservation and Federal, state and local tax compliance including audit defense, for high-net-worth individuals. He also has extensive experience in the areas of retirement and education planning, including 529 plans and related education tax benefits.
Additionally, Alan assists wealthy families to minimize their overall tax burden by recommending appropriate income and estate planning techniques that will preserve capital for multiple generations. He focuses on the tax-efficient transfer of family assets and businesses, and helps families promote their philanthropic objectives through planned giving, charitable lead and remainder trusts, and family foundations. Alan also advises entertainers as well as business owners and executives from a wide range of industries, including financial services, garment, professional services, entertainment and technology.
Alan is a frequent speaker and has lectured in front of tax professionals and organizations such as the Financial Planning Association (FPA), and he has authored numerous articles for professional publications.
Prior to joining Rothstein Kass, Alan was a managing director in the tax department at RSM McGladrey in New York. Alan received a Bachelor of Science degree in accounting from Brooklyn College and a Master of Science degree in taxation from Pace University. He is a member of the New York State Society of Certified Public Accountants (NYSSCPA) and the American Institute of Certified Public Accountants (AICPA). Alan is a certified public accountant in New York.
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