Meet Our Team
We are proud to present just a few members of the Fishman + Company team.
Alan D. Fishman, CPA, ACMPE
Our Principal and Owner. Alan Fishman has many years of financial experience. A member of multiple accounting related organizations, holding certifications in the field.
He is a business consultant providing financial, tax and operational advice to businesses of all types and sizes. Developing business plans and entity structure is an area of high interest and involvement.
Past and current industry experience includes medical services, wholesale food distribution, professional services (architectural and engineering firms), restaurants (single and multi-unit full service, fast food and franchised stores), real estate (residential and commercial rental), ad-specialty promotions and manufacturing.
Experience
Principal
FISHMAN + COMPANY BUSINESS + TAX ADVISORS
January 2014 – Present
Our firm works with both individuals and businesses through the start-up, growth and transition phases with strategic advice and services to facilitate success, minimize taxes and maximize wealth. Industry experience includes professional services, real-estate, technology, litigation support, entertainment and general contracting. Member: New York State Society of Certified Public Accountants.
Board Chairman
Small Business Outreach Committee NYSSCPAs
June 2016 – May 2018
Board Member - President
NY Medical Group Managers Association - Metropolitan Area
October 2011 – 2017
Certifications
Certified Public Accountant - New York State - Starting May 1986
Certified Medical Practice Executive - Medical Group Managers Association - Starting November 2011
Deborah R Frankel
Sr Vice President Investments
Deborah Frankel, Sr Vice President Investment Advisor: Deborah brings with her over 40 years of experience. She has worked with individuals to help them achieve their financial goals. Deborah is licensed in all areas needed to create and implement financial plans.
Deborah is an Independent Advisor: www.deborahrfrankel.com.
JoCarole Brodsky, CPA, CFP®, MBA
JoCarole Brodsky specializes in tax and financial planning.
Her broad background includes structuring and implementing estate, gift, retirement and charitable planning; reviewing individual, business and fiduciary income tax returns as well as estate and gift tax returns. She also has experience in preparing memoranda in connection with issues surrounding US beneficiaries of foreign trusts as well as planning and conducting Federal and state tax examinations.
JoCarole Brodsky holds a Bachelor of Science degree in Accounting from the State University of New York --- Oswego and a Masters of Business Administration in Taxation from New York University. She is licensed to practice in New York State.
Areas of Practice:
- Tax Consulting
- High-Net-Worth Individuals
- Closely Held Businesses