Ryan Levy, CPA, CFP
Schiff & Associates, LLC is pleased to announce the hiring of Ryan Levy, CPA, CFP as tax manager.
Levy is a certified public accountant with more than 10 years of experience advising high net worth individuals, families and their closely held businesses. He specializes in trust and estate taxation, working directly with clients in the estate planning process. Levy also provides quarterly and year-end tax planning services to his clients and will customize a tax plan to help his clients achieve their long-term financial objectives.
Levy is also a certified financial planner. As a trusted advisor, Levy provides retirement and personal financial planning advice to his clients to help them meet their short and long-term financial goals.
Levy received his BS in accounting from Towson University in 2005. While attending Towson, he was an active member of Beta Alpha Psi Honor Society - Iota Zeta Chapter. He is a current board member of The Associated's Planned Giving Round Table for Young Professionals and a past board member of the Rady's Children Hospital Estates and Trust Committee in San Diego (2007-2011).
About Schiff & Associates, LLC
Schiff & Associates, LLC offers a wide range of personalized business services including accounting, tax and consulting services exclusively to dental practices. Schiff & Associates, LLC, specializes in financial management services to the dental industry. For more information, visitwww.schiffcpa.com.