Stephen M Smith & Co

Founded in 1986, McCabe Heidrich & Wong PC is a Parsippany, NJ-based firm that specializes in providing tax and financial services to high-net-worth individuals and their related entities, including trusts, estates, partnerships, and private foundations. Their primary offerings include tax compliance, planning, and consulting, with a focus on income, gift, and estate taxation. The firm also excels in business succession and transfer planning, wealth preservation, and family office services. With a client base that includes executives from publicly traded corporations and owners of hedge funds and private equity funds, McCabe Heidrich & Wong PC has built a reputation for delivering high-quality service, resulting in long-term client relationships and referrals from various financial professionals. Generated from the website

The New York State Society Of Certified Public Accountants, located in New York City, is an accounting organization. It has more than 25,000 members throughout the United States and was incorporated in 1897. It cultivates, promotes and disseminates knowledge and information concerning certified public accountants. The society fulfills its mission through its various chapters and more than 50 technical and administrative committees. The certified public accountants of the state of New York and any other state and political subdivision of the United States are eligible to become a member of the society. Its chapters provide programs and activities to members on a local basis. Its members are assigned to any chapters based on the location of their business and residence. The New York State Society of Certified Public Accountants operates various divisions that include accounting and auditing, consulting services, industries, operations and tax divisions.

Clarfeld Financial Advisors offers a range of financial planning, investment advisory, tax and executive services to high net worth individuals and families, including owners of closely held businesses. The firm offers investment advisory services, including asset allocation evaluating investment vehicles and portfolio management. In addition, it provides benefits analysis stock option planning and family financial services. Clarfeld Financial Advisors specializes in financial planning services that include cash flow management asset allocation education funding, and retirement income and estate planning. The firm also offers risk management and insurance services. Clarfeld Financial Advisors organizes quarterly investment seminars on financial marketplace and investment strategies. It also offers educational seminars on a variety of financial planning, investment and wealth management topics. Clarfeld Financial Advisors is located in Tarrytown, N.Y.