Benjamin S. Greenbaum
Benjamin S. Greenbaum, CPA, CFP, PFS, is a partner at Gettry Marcus CPA, P.C. He is a Certified Public Accountant, Certified Financial Planner and Personal Financial Specialist. With over 25 years of experience, Mr. Greenbaum provides accounting, auditing, tax and advisory services to closely held and family-owned businesses in a broad array of industries, including jewelry wholesale, manufacturing, professional services, structural engineering, real estate, health care, and technical software companies that service financial and government institutions.
In addition, Mr. Greenbaum provides financial planning services to high net worth individuals. In this capacity, he develops researches and implements personal financial planning strategies instrumental in wealth transfer and in significantly reducing income and estate taxes. Additionally, he has experience with an array of estate and trust administrative services including serving as a Trustee. He interfaces with attorneys and investment advisors relating to investment, retirement and estate planning.
A graduate of Baruch College, Mr. Greenbaum conducts workshops related to tax legislation, retirement and estate planning. He is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants and Certified Financial Planner Board of Standards, Inc.
- Accounting & Auditing
- Financial Planning
- Tax Services
- Trust & Estate Services