Jay B. Goldberg Earns Credential of Personal Financial Specialist (PFS)

FOR IMMEDIATE RELEASE
(Free-Press-Release.com) August 21, 2008 -- Jay Goldberg, a Partner in the accounting firm of Lazar Levine & Felix LLP recently earned the credential of Personal Financial Specialist (PFS).

According to the AICPA website, “This designation can only be acquired by CPAs who are AICPA members (binding them to the Code of Professional Conduct), have a minimum of 1,400 hours of financial planning business experience, in addition to continuing education within the last five years and who have taken a comprehensive and rigorous personal financial planning exam.”

Jay B. Goldberg is a Certified Public Accountant and is a Tax Partner of Lazar Levine & Felix LLP with over twenty-five years of diversified experience in taxation. Jay has an extensive background in managing both the personal and business matters of professionals in the entertainment, financial, medical, and legal fields as well as other high net worth individuals.

Prior to joining Lazar Levine & Felix LLP, Jay was the senior tax partner with a well-known medium sized firm for seventeen years where he developed his high net worth practice.

Jay holds a BBA from Baruch College of the City University of New York and is licensed as a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). Jay Goldberg is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). He has served on the New York State Individual Taxation Committee and conducted various seminars on individual tax planning.

Jay resides in Long Island with his family. Jay Goldberg was a Board member and treasurer of the South Baldwin Jewish Center and is serving on the Board of several non-profit organizations including holding both the position of Board Member and Treasurer of the Worldwide Children’s Foundation of New York.

Jay can be contacted at 212 736 1900 or jgoldberg@lazarcpa.com.

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