An Estate and Trust Tax Partner in WithumSmith+Brown's Princeton, NJ office, Hal is a certified public accountant and certified planner with over 20 years of experience in providing income tax, financial and advanced estate planning advice to corporate executives, closely-held business owners, and affluent individuals
He received a bachelor’s in accountancy from SUNY at Binghamton, NY, and has earned the professional designations of Personal Financial Specialist from the American Institute of Certified Public Accountants (AICPA) and Certified Financial Planner from the Certified Financial Planner Board of Standards.
Prior to joining WS+B, Hal was the Regional Managing Director of Wachovia Bank’s Financial Planning Practice serving the Pennsylvania and Delaware regions. In addition, he has more than five years of Big Five tax experience in the corporate tax department of Price Waterhouse LLP and the personal financial counseling services practice of Deloitte & Touche LLP. He is a member of the AICPA, NJSCPA, and NYSSCPA. In addition, Hal is the Treasurer of the Mercer County Estate Planning Council Board and is past Treasurer of Congregation Kol Emet.
As a leader of WS+B’s Estate and Trust Services Group, Hal focuses on assessing client financial situations and developing targeted plans to meet individual client financial and estate planning goals. He has extensive experience in preserving family wealth from reduction in estate taxes through the use of advanced estate planning techniques.
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