Overview
Alan is the Managing Principal of the New Jersey Offices. Alan has forty years of experience in serving private business owners in diverse industries including Real Estate, Retail Supermarkets, Manufacturing and Distribution and Professional Services. Alan's primary client focus is advising business owners and high net worth individuals on tax, succession, mergers/acquisitions, financial reporting and business strategy.
Alan started his career in Massachusetts and then joined SobelCo in 1987 where he spent the next thirty five years. In 2023, the SobelCo team joined CLA.
Education
- Bachelor of Science in Accountancy - Bentley University, Waltham MA
- Masters of Science in Taxation - Fairleigh Dickinson University, Madison NJ
In the community
- Certified Public Accountant in New Jersey and New York
- Member of the American Institute of Certified Public Accountants
- Currently Serving on AICPA Council
- Previously Served on the AICPA Joint Trial Board
- Recipient of the 2021 AICPA Special Recognition Award
- Member of the New Jersey Society of CPAs
- President 2020-2021
- Former Vice President, Trustee, Committee Chair and Chapter President
- Recipient of the NJCPA 2021 Ovation Award and 2018 Distinguished Service Medalion
- Former Board Member of Allinial Global (2015-2018)
- Former Adjunct Professor of Tax at Fairleigh Dickinson University
- Spectrum 360 (Non Profit in Special Education & Adult Services)
- Former Board Member 1992-2016
- Former President of Board 2000-2007
- Corporate Hall of Fame Honoree -2015
- Temple Beth Am
- Former President 2009-2011
- Former Boad Member 2009-2017
- Recipient of the 2020 New Jersey Business and Industry Association (NJBIA) Leonard C. Johnson Award for advocacy and business leadeship in New Jersey