Ronald A. Friedman, CPA, CFP, PFS

Ron’s practice focuses almost exclusively on estate and gift tax and related issues, including lifetime tax planning, tax compliance, post-mortem trust administration, IRS representation, and complex fiduciary accounting. His clients include both United States citizens and citizens from other countries currently residing in the U.S. Ron has considerable expertise in valuation issues, and is often called upon to serve as an expert witness in complex litigation matters. In addition to being a Certified Public Accountant, he is a Certified Financial Planner (CFP) with more than 30 years of experience in the financial services industry. Ron has also been designated as a Personal Financial Specialist (PFS).