Michael David Schulman CPA/PFS is the third generation owner of Schulman CPA, a full service tax, accounting, and auditing firm founded in 1952. In 1999, the AICPA awarded him the Personal Financial Specialist (PFS) designation and he formed Schulman CPA/PFS P.C. to provide personal financial planning services. (For more on the PFS designation, please click here or on the PFS logo, above.) In 2002, Michael formed Excelsior Senior Advisors LLC to provide PrimePlus/ElderCare services those who are (or are about to become) older adults.
Michael is a frequent speaker on tax and financial planning topics, has
written numerous articles for newspapers and professional journals, and
has appeared on television and radio.
Michael is a member of the American Institute of CPAs, the New York State
Society of CPAs, and the California State Society of CPAs and is active
on financial planning and elder care committees. He serves as a lecturer
for the Foundation for Accounting Education, the education arm of the NYSSCPA.
In addition to his professional certifications, Mike holds academic degrees
MIT, U.C. Berkeley, and Fordham University. He holds FINRA Series 6 (Investment
Company Products/Variable Contracts Limited Representative), 63 (Uniform
Securities Agent State Law Exam), and 65 (Uniform Investment Adviser Law
Exam) licenses as well as life and health insurance licenses.
To hire Michael as a keynote speaker for your event or organization, please click here
Michael David Schulman