With over three decades of experience in accounting, tax, and finance, Alan specializes in building value for all of his clients, both large and small. For many, Alan serves as Chief Financial Officer, where he develops financial strategies that balance long-term business planning with short-term operational efficiencies.
Alan also advises clients on financial planning, business tax planning, personal and estate tax planning, projections and forecasting, loan document preparation, the design and monitoring of accounting systems, and the selection and management of internal accounting personnel. Alan's expertise spans many industries with a special focus in the real estate and low-income housing sectors. Working on behalf of developers and syndicators, Alan monitors their compliance with Pennsylvania Housing and Finance Agency (PHFA) regulations, optimizes project tax credits, conducts annual audits, and addresses tax issues with the Internal Revenue Service.
Additionally, Alan is a trusted advisor for clients offering investment and wealth management services. Through Commonwealth Financial Network, as a Registered Investment Advisor, Alan also offers access to employee benefit, retirement plans, and insurance.
- Wealth management
- Low-income housing
- Real estate
SUBJECT MATTER EXPERTISE
PROFESSIONAL & CIVIC AFFILIATIONS
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- Pennsylvania Housing and Finance Agency (PHFA)
- Investment Advisor Representative for Commonwealth Financial Network
- Board Chair, Philadelphia Region Anti-Defamation League (2017-2019)
- Muhlenberg College
BA Accounting, BA Psychology
- Widener University