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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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  • Quiz: How Much Do You Know About Social Security Retirement Benefits?
    Social Security is an important source of retirement income for millions of Americans, but how much do you know about this program? Test your
  • Tax Tips for the Self-Employed
    Being self-employed has many advantages — the opportunity to be your own boss and come and go as you please, for example. However, it also comes with unique challenges,
  • Grandparents Can Help Bridge the College Cost Gap
    For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current income, and a manageable amount of loans.
  • Can the IRS waive the 60-day IRA rollover deadline?
    If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds don't get to the new IRA trustee in
  • What's the difference between a direct and indirect rollover?
    If you're eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current taxation by
    
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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 © 2016 Michael David Schulman. All rights reserved.
 


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