Welcome
Since 1952, through three generations of owners, Schulman CPA has provided objective insight and trustworthy advice to keep our clients’ businesses and personal finances on track-- especially through difficult economic times.

Located in Central Valley, NY, the heart of the Hudson Valley, clients rely on us to help mitigate and manage risk for their family business, assist them as they negotiate a lower bank rate, seamlessly manage business’ tax issues, and value assets fairly for the sale of the family business.

Servicing greater NY, NJ, and CT as well as CA and FL, we pride ourselves on protecting our clients’ taxpayer dollars, effortlessly answering regulatory and compliance questions, and formulating effective solutions to help you manage your business more profitably.
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Newsletters
  • How Does Divorce Affect Social Security Retirement Benefits?
    One of the challenges of planning for retirement is that an unexpected event, like divorce, can dramatically change your retirement income needs. If
  • Avoiding Probate: Is It Worth It?
    When you die, your estate goes through a process that manages, settles, and distributes your property according to the terms of your will. This process is
  • Self-Directed IRAs
    A self-directed IRA isn't a different type of IRA. Rather, the term refers to any individual retirement account (traditional or Roth) that allows you to direct the
  • Am I liable for unauthorized transactions on my debit card?
    It depends. Federal law provides consumers with protection against most unauthorized credit- and debit-card transactions.
  • What is this new chip-card technology I've been hearing about in the news?
    In recent years, data breaches at major retailers have increased across the United States. As a way to counteract these data breaches, many U.S.
    
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We extend our heartiest congratulations to Prof. Eugene Fama, recipient of the 2013 Nobel Prize in economics.  Prof. Fama is the father of the efficient markets theory which is a major factor in our investment philosophy and strate
gies.
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 IRS CIRCULAR 230 NOTICE: Pursuant to recently enacted U.S. Treasury Department Regulations, we are now required advise you that, unless otherwise expressly indicated, any federal tax advice expressed above was neither written nor intended by the sender or this firm to be used and cannot be used by any taxpayer for the purpose of avoiding penalties that may be imposed under U.S. tax law. If any person uses or refers to any such tax advice in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement to any taxpayer, then the advice should be considered to have been written to support the promotion or marketing by a person other than the sender or this firm of that transaction or matter, and such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Copyright © 2015 Michael David Schulman. All rights reserved.