Allen Schaefer, CPA, MBA, and Joseph Jankoski, EA,
Join Perelson Weiner's High-Net-Worth Tax Expertise

New York, NY — February 19, 2022


 

Perelson Weiner continues to add expertise to the firm's Tax Practice. "The complex issues facing our high-net-worth clients demands both technical excellence and business knowledge," said Ronald Weiner, President of Perelson Weiner. "We have been fortunate to attract and retain talent in this highly competitive job market.  The new additions to the Tax Practice, Allen Schaefer, Tax Director, and Joseph Jankoski, Tax Manager, bring valuable experience in the complex areas our clients face in this challenging economic environment."

Allen Schaefer, CPA, MBA, is responsible for providing tax technical expertise and advising on relevant federal and multi-state tax issues and legislative developments impacting both financial services and non-financial services clients. Named as a 2021 recipient of the 40 Under 40 Emerging Leaders Award by the New York State Society of CPAs, Allen specializes in the taxation of asset managers, private equity firms, investment partnerships, real estate, technology firms, service providers, family offices, and high-net-worth individuals. 

Joseph Jankoski, EA, works extensively with partnership, individual, and trust returns.  He brings skill in both tax planning and coordination across service lines to ensure clients' needs and expectations are met.  He also has experience in the preparation and review of federal and multi-state returns, federal and state notice resolution and U.S. expatriate taxation including the preparation and review of foreign reporting forms.  He is an Enrolled Agent with the Internal Revenue Service, and a U.S. Army veteran.

Perelson Weiner LLP has been named again to the Forbes list of America's Best Tax and Accounting Firms for 2022.

Perelson Weiner is a full service Certified Public Accounting and consulting firm dedicated to serving the needs of successful entrepreneurs, high net worth individuals and families and international companies doing business in the United States. Perelson Weiner LLP is a member of the Center for Public Company Audit Firms and the Private Company Practice Section of the American Institute of Certified Public Accountants (AICPA).  The firm is a member of PrimeGlobal, the third largest association of independent accounting firms in the world, comprised of over 350 highly successful independent public accounting firms in 90 countries.