Check the background of this financial professional on FINRA's BrokerCheck.
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.
Latest Video Client Alert
Newsletters
  • Questions to Ask Before Buying That Thing You've Always Wanted
    Even if you're generally comfortable with your finances, you may occasionally worry about how much you're spending, especially if you consistently
  • Demographic Dilemma: Is America's Aging Population Slowing Down the Economy?
    It's no secret that the demographic profile of the United States is growing older at a rapid pace. While the U.S. population is projected to grow
  • It's Time for Baby Boomer RMDs!
    In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What's so special about 70½? That's the age when you must begin
  • What can I learn from looking back on my financial situation in 2017?
    If your financial plan for 2017 didn't work out the way you wanted it to, don't beat yourself up. Instead, ask yourself the following questions to
  • What financial resolutions should I consider making as I look ahead to 2018?
    A new year is right around the corner, bringing with it a fresh start for you and your finances. What will you do this year to help improve your
    
PreviousNext


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.
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Twitter  


 
 
 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.
 


Check the background of this financial professional on FINRA's BrokerCheck.