CPA, Office Managing Partner - New York
New York, NY
Alan Wolfson serves as Office Managing Partner of CohnReznick’s New York office. He was recently elected to the Firm's Executive Board. In his current role, Alan oversees all client relationships in New York and ensures client needs are being met. Placing a special emphasis on middle market clients, he serves as a hands-on business advisor, assists clients in raising capital and making complex transactions, and helps with business matters such as cash flow, technology, and infrastructure.
During his more than 25 years in practice, Alan has assisted his clients with their auditing, accounting, tax, and other business needs including, but not limited to, transactional due diligence and structuring, operational analyses, cost segregation studies, debt and equity introductions, and strategic tax planning. His clients have included food manufacturers, electronics, supply and consumer goods distributors, wire product manufacturers, paper products manufacturers, plastics manufacturers, apparel companies, commodity trading companies (coffee and sugar importers and distributors), and publishing companies.
Alan is an active member of a number of associations, both trade and professional, where he has established outstanding relationships with many service providers that bring value to the industry and to his clients. His previous roles at CohnReznick have included serving as the Manufacturing and Distribution Industry practice leader where he developed important relationships in the industry. During this time, Alan drove thought leadership for the industry, enhancing the value CohnReznick provides to its clients.
Alan joined CohnReznick in September 1999 after serving as a principal of another mid-sized, New York-based accounting firm where he spent his first 13 years in practice. During this time, Alan gained expertise specializing in serving hospitality clients.
B.S., State University of New York at Albany
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants