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Wait! A Note on Registration:
We’ve launched Cvent—our new events platform!
Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.
I don’t have a CFA Institute account
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Zach works primarily in the Real Estate and Cannabis practices, focusing on family office financial statement compilations, reviews and attestation engagements, tax planning, high net worth individuals and related services, as well Cannabis-focused services such as deal and business structuring, 280E and related tax planning and license application due diligence.
He has extensive experience in Private Equity and the tech startup space. These startups ranged from early stage to greater than $25 million in annual revenue. He has experience in the fields of Real Estate, Cannabis, Not-For-Profits, Healthcare Tech, Fintech, Fitness Tech and Social Media. He has served as Controller, Auditor and Director of Finance & Operations for several startups, and serves as Managing Member of a Technology Incubator. He is a stakeholder in several cannabis and non-cannabis companies across multiple vertices including technology, human resources and consumer product goods.
Zach is a member of the American Institute of CPAs and the New York State Society of CPAs. He sits on the Technology Assurance Committee and is the Chair of the Cannabis Industry Committee for the NYSSCPA.
He got his Bachelor of Science degree in Accounting from Binghamton University
