Schulman Lobel

Schulman Lobel Schulman Lobel is a full-service accounting and advisory firm with offices in NY, NJ, CA, and India. We help entrepreneurs, high-net-worth individuals, and businesses with tax, audit, and financial strategy across key industries.

Schulman Lobel is a full-service accounting, advisory, and business management firm. We focus on creating tailored financial solutions for high-net-worth individuals, their families, and small to mid-sized companies.

Our team brings deep industry knowledge to help clients manage challenges and seize opportunities.

We have specialized experience across:

- Entertainment
- Family Business


-Technology
- Manufacturing
- Medical and Professional Practices
- Nonprofits
- Real Estate and Construction
- Restaurants and Hospitality
- Financial Services


We serve clients through our offices in:

New York: 1001 Avenue of the Americas, 2nd Floor, New York, NY 10018
New Jersey: 155 Village Boulevard, Suite 310, Princeton, NJ 08540
California: 15233 Ventura Blvd, Suite 610, Sherman Oaks, CA 91403
India: 1501, The Paragraph, B Wing, Mondeal Heights, S.G. Highway, Ahmedabad, Gujarat, India 380015

Our locations combine local insight with global reach to help you achieve your goals.

Equity compensation can help your business attract and retain key talent, but for S corporations, how it is structured m...
08/19/2026

Equity compensation can help your business attract and retain key talent, but for S corporations, how it is structured matters.

Stock options, restricted stock, phantom equity, and even provisions in your company's governing documents can raise important S corporation tax considerations.
Our latest Tax Insight looks at how business owners can use equity-based compensation while protecting their S election and avoiding an accidental second class of stock.

Read the Tax Insight: https://www.schulmanlobel.com/post/s-corp-equity-compensation-how-to-avoid-an-accidental-second-class-of-stock

08/13/2026

A great internship should do more than fill a summer, it should set the direction for a career. That's the standard we hold our Summer Intern Program to at Schulman Lobel.

This year, we asked four of our 2026 interns to share what stood out most about their experience. Their answers are a good look at what makes our program different.

Interested in applying for 2027? Comment "INTERN" below and we'll reach out when applications open.

A significant development for NYC property owners.A New York State judge has temporarily halted enforcement of New York ...
08/11/2026

A significant development for NYC property owners.

A New York State judge has temporarily halted enforcement of New York City’s pied-à-terre tax amid ongoing litigation challenging the City’s implementation of the tax and its process for identifying potentially affected properties.

The City has indicated that it will appeal, meaning the ultimate implementation of the tax remains unsettled.

We’ve updated our latest insight to reflect this development and will continue to provide updates as the situation evolves.

Read the latest update:
https://www.schulmanlobel.com/post/nyc-pied-%C3%A0-terre-tax-final-rules-what-property-owners-need-to-know-for-2026

08/10/2026

Thinking about selling? Your buyer will have a team dedicated to finding reasons to pay you less.

We make sure they don't find any, before they even start looking.

Comment "FIRST LOOK" and Richard will get back to you by the next business day.

Or contact Richard directly here: https://5g6en.share.hsforms.com/2rakvCwEdTzGkDQzuqzWqyw?__hstc=231925312.53e70116a82e724152556abfe745eb0a.1783449482711.1783449482711.1783449482711.1&__hssc=231925312.1.1783449482712&__hsfp=9331c893f965b412bf1380416c9d8c4b&utm_campaign=SocialCampaign&utm_term=RichardJuly

07/30/2026

⚾ Thank you to everyone who joined us for the Schulman Lobel Summer Outing at Citi Field!
From great conversations and delicious food to an exciting afternoon of baseball, it was a wonderful opportunity to step away from our desks, connect with colleagues, and enjoy time together as a team.

We're grateful to everyone who made the day so enjoyable and look forward to many more events together.

Thank you for making Summer Outing 2026 one to remember!
💚

07/21/2026

Before you wire millions on an acquisition, someone should verify the numbers behind it.

Richard Weiss and the Schulman Lobel team review every add-back, one-time item, and related-party transaction in a CIM, so you know what you're actually buying.

Thinking about an LOI? Talk to Richard directly, no charge →
https://5g6en.share.hsforms.com/2rakvCwEdTzGkDQzuqzWqyw?__hstc=231925312.53e70116a82e724152556abfe745eb0a.1783449482711.1783449482711.1783449482711.1&__hssc=231925312.1.1783449482712&__hsfp=9331c893f965b412bf1380416c9d8c4b&utm_campaign=SocialCampaign&utm_term=RichardJuly

05/18/2026
If the IRS is asking you to scan a QR code, it isn't the IRS.A real notice called the CP53E is circulating this spring, ...
05/12/2026

If the IRS is asking you to scan a QR code, it isn't the IRS.

A real notice called the CP53E is circulating this spring, and scammers are mailing near-perfect copies designed to harvest your bank account information. Our newsletter shows you how to spot the difference at a glance, the five red flags that give a fake away, and the safest way to verify any IRS notice before you respond.

Two minutes that could save your refund: https://www.linkedin.com/pulse/urgent-beware-fake-notices-from-irs-saying-cannot-deposit-fhmle

Address

1001 Avenue Of The Americas, 2nd Floor,
New York, NY
10018

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