squaresPeter a. nussbaum
Partner

Peter specializes in providing tax planning and trust and estate services to a variety of clients. He is an expert in estates and trusts, tax research and planning for high-net-worth individuals, fiduciary income taxation and accounting, and tax planning for public and private foundations. In addition, he is experienced in conducting valuations of closely held businesses and negotiating buy/sell agreements.

Peter received his BA in History from Beloit College and received his MBA in Taxation from Pace University. He is currently a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Peter is a former member and chairman of the Fiduciary Accounting Committee and a former member of Estate Planning and Tax Exempt Organization Committees. He is a frequent lecturer to trade and business associations, notably: New York University School of Continuing Education Annual Conference: “Law and Taxation” and “Estate Planning and Fiduciary Income Taxation” and the Foundation of Accounting Education Annual Conference: “Advanced Concepts in Estate Planning.”

Industry Expertise

  • High-Net-Worth Individuals
  • Public and Private Foundations

Service Specialties

  • Trusts and Estates
  • Tax Planning and Compliance

Licenses & Certifications

  • Certified Public Accountant, New York

 

 

squaresPeter a. nussbaum
Partner

Peter specializes in providing tax planning and trust and estate services to a variety of clients. He is an expert in estates and trusts, tax research and planning for high-net-worth individuals, fiduciary income taxation and accounting, and tax planning for public and private foundations. In addition, he is experienced in conducting valuations of closely held businesses and negotiating buy/sell agreements.

Peter received his BA in History from Beloit College and received his MBA in Taxation from Pace University. He is currently a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Peter is a former member and chairman of the Fiduciary Accounting Committee and a former member of Estate Planning and Tax Exempt Organization Committees. He is a frequent lecturer to trade and business associations, notably: New York University School of Continuing Education Annual Conference: “Law and Taxation” and “Estate Planning and Fiduciary Income Taxation” and the Foundation of Accounting Education Annual Conference: “Advanced Concepts in Estate Planning.”

Industry Expertise

  • High-Net-Worth Individuals
  • Public and Private Foundations

Service Specialties

  • Trusts and Estates
  • Tax Planning and Compliance

Licenses & Certifications

  • Certified Public Accountant, New York

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