In these challenging times, effective financial management entails prudent planning and strategic deployment of assets, an often daunting process. Shapiro Lobel oversees the financial lives of high-profile people primarily in the performing and creative arts. This clientele has included actors, authors, choreographers, directors, film editors, models, musical artists, photographers, producers, screenwriters, and stage designers. Specializing in tax advisory services and personal financial management, Shapiro Lobel also serves attorneys, doctors, dentists, financial professionals, corporate executives, and athletes.

While working in their distinct worlds, these professionals share basic concerns: maximizing income, protecting assets, and planning for long-term security. Shapiro Lobel provides the expertise and information clients need to develop and achieve individual financial objectives. On-line information and related resources combine to augment efficient and concentrated personal service. Clients also benefit from a firm whose members both attend and teach professional courses and have published in their areas of expertise, as well as being nationally recognized by the media as leaders in their fields.

Shapiro Lobel takes pride in their performance. While encouraging interaction and keeping abreast of every client’s situation, the partners and staff seek opportunities to provide the most efficient and appropriate accounting, financial, and tax advice. The firm prepares clear, concise, understandable financial reports that explain changes in a client’s financial condition and what those changes signify.

For over 40 years, effective communication has underscored the solid relationships that have developed between clients and the firm. Shapiro Lobel listens attentively to their clients’ ideas, suggestions, and goals, and transform those views into sound financial advice and strategies.

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TAX ADVISORS
Shapiro Lobel provides expertise beyond preparing income tax returns.

The firm recognizes that clients today often need more than just tax preparation. Year-round tax planning is appropriate for many clients. Furthermore, in today’s expanding financial horizons, your professional advisors must be as knowledgeable about international taxes as well as federal, state, and local tax laws. Shapiro Lobel is well qualified to represent not only Americans who work abroad but also foreign professionals who conduct business in the United States.

Estate planning too requires sophisticated financial and tax advice to help clients make informed decisions. Shapiro Lobel provides the counseling and guidance needed to help clients to craft a comprehensive estate plan that will transfer assets according to their wishes while minimizing transfer taxes and expenses. The firm also assists clients in establishing vehicles to accomplish their financial goals, whether they are corporations, partnerships, retirement plans, or trusts.

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BUSINESS MANAGERS: WATCHING THE BOTTOM LINE
Shapiro Lobel handles large sums of money with proficiency and integrity.

Responsibility for significant wealth demands both professional proficiency and integrity. Shapiro Lobel offers the objectivity and expertise needed to allocate assets, interpret contracts, and categorize professional expenses for the optimum results. As part of an overall personal financial management package, Shapiro Lobel will assist as business managers in the day-to-day business details such as organizing bills, preparing checks, and managing cash flow. Additionally, insurance assessment and placement, as well as on-going tax planning form a part of our blanket approach.Each month clients receive a statement of all deposits made and checks drawn and the firm issues full financial reports quarterly. In short, Shapiro Lobel guards your bottom line.

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FINANCIAL PLANNERS
Shapiro Lobel: recognized leaders in personal financial planning…

As a team of Certified Public Accountants, Shapiro Lobel has developed additional expertise in personal financial planning that has received national recognition. The skilled partners and staff monitor clients’ long-term strategies in such areas as risk management and insurance, stocks and bonds, mutual funds, real estate, and special capital opportunities.

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ENCORE
Let Shapiro Lobel open new doors for you.

For over four decades, Shapiro Lobel has offered clients consistent high quality service, expertise, responsiveness, and strategic thinking in helping people meet their financial goals.