David A. Schlein, CPA
Dave is a tax partner with over 30 years’ experience in services to closely held family run businesses, high net worth individuals and for-profit flow through entities. Dave specializes in the areas of real estate investments, the oil and gas industry, partnerships, S corporations, and C corporations. His day-to-day activities include the coordination and delivery of tax planning and related compliance services.
Dave is affiliated with 1st Global Capital Corp. as a Registered Representative having passed his FINRA Series 7 and 66 licenses. He also holds Life, Accident and Health Insurance licenses, which aids in delivering wealth management solutions to individuals and businesses.
Joining the Firm in 1980, Dave became partner in 1996; he frequently lectures on various tax compliance issues for businesses and individuals and on new tax laws and their implications.
Dave graduated from the State University of New York at Buffalo with a Bachelor of Science degree in Accounting. He is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, National Association of Securities Dealers and the Financial Planning Counselors of WNY. Active with our CPA firm affiliation through the BDO Alliance USA, Dave is involved with the Alliance’s tax group as a member of the National Core Leaders Group and is responsible for coordinating the best tax practices component of the Alliance member share groups.
Dave sits on the Board of Directors as Treasurer of Jewish Family Service and is the past Master of the Lodge of the Ancient Landmarks F & AM, former treasurer of Temple Beth Am and board member with Gilda's Club Western New York. In June of 2014, Dave was honored by the Kadimah School of Buffalo for his passion for the School and his service to the Jewish community by receiving a Certificate of Recognition issued by the State of New York Executive Chamber.
Sherry L. DelleBovi, CPA, James M. Dunn, CPA, Michael J. Grimaldi, CPA, Mark G. Janulewicz, CPA, Brian J. Kern, CPA, Michē C. Needham, CPA, David A. Schlein, CPA, Courtland “Cory" Van Deusen V, CPA
Thursday, January 3, 2019
Business tax planning is very complex. Careful planning involves more than just focusing on lowering taxes for the current and future years. How each potential tax saving opportunity affects the entire business must also be considered.
Dale B. Demyanick, CPA, Mark G. Janulewicz, CPA, Brian J. Kern, CPA, Michē C. Needham, CPA, David A. Schlein, CPA, Courtland “Cory" Van Deusen V, CPA
Thursday, January 3, 2019
Like an annual physical examination is important for maintaining good health, an annual financial examination that includes year-end tax planning can enhance your financial well-being.
Thursday, August 9, 2018
Do you have long-term capital gains or qualified dividends? If so, there's good news: After the Tax Cuts and Jobs Act (TCJA), you might still qualify for the 0% federal income tax rate on these types of income.