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Carl S. Schwartz (Co-Managing Partner), CPA, MBA
BIOGRAPHY
Carl serves as the head of the firm's Tax Department. With more than 30 years of experience in taxes and accounting, he specializes in estate and trust taxation, tax planning and preparation for high net worth individuals, as well as corporations and partnerships.
As a Registered Investment Adviser, and with expertise in hedge funds and other investments, Carl actively manages client investment accounts through our affiliate, RRBB Asset Management, LLC., clearing transactions through Charles Schwab & Company. He is also affiliated with several major investment firms in New Jersey, New York, and Florida, and has been a member of the firm’s Executive Committee since 1996.
Carl has been an invited speaker for the New Jersey Realty Owners Association, the Maplewood Chamber of Commerce and various other organizations.
CERTIFICATIONS
- Certified Public Accountant, State of New Jersey and State of New York
- Registered Investment Adviser, State of New Jersey
EDUCATION
- Bachelor of Science in Accounting, Brooklyn College (Brooklyn, NY)
- MBA in Taxation, Baruch Graduate School (New York, NY)
PROFESSIONAL MEMBERSHIPS
- New Jersey Society of Certified Public Accountants (NJSCPA)
- American Institute of Certified Public Accountants (AICPA)