Stuart Mordfin
Managing Member, Mordfin Group
- Role
- Managing Member at Mordfin Group
- Location
- Great Neck, NY, US
- LinkedIn followers
- 500 followers
About Stuart Mordfin
CPA with broad experience in the Real Estate and Luxury Goods areas Specialties:…
Experience
Managing Member
Jan 1987 — Present · Great Neck, NY, US
Stuart, principal, a graduate of McGill University and a CPA, licensed in the state of New York has more than 35 years of public accounting experience, the last 30 years with Mordfin LLP. Stuart has extensive experience in accounting and taxation of individuals and businesses. He works with businesses on tax saving strategies as well as wealth transfer issues. He heads the firm\'s Comprehensive Financial Planning practice and has worked with many business owners and high net worth individuals on achieving their short and long term financial goals. In 2002 Stuart received his NYS Life insurance License so that he can better help his clients to understand how insurance works as part of their whole financial plan. Since 2004 Stuart has been the Managing Partner and has guided the firm to the successful position it has today
Skills
- Financial Planners
- Auditing
- Small Business Tax
- Business
- Strategic Planning
- Small Business
- Entity Selection
- Business Tax Planning
- Tax Returns
- Accounting
- Financial Reporting
- Strategic Financial Planning
- Financial Analysis
- Sales Tax
- Tax Research
- Financial Planning
- Llc
- Tax Preparation
- Cpa
- Estate Tax Planning
- Tax
- Compilation
- Quickbooks
- Due Diligence
- Management
- Finance
- Estate Planning
- High Net Worth Individuals
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