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 in 2013 formed Blue Flamingo Wealth Management
LLC to provide fee only 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, the California State Society of CPAs, and the Florida
Institute 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 the FINRA Series 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