Untitled

Jennifer L. Prosperino
CPA/PFS

Principal
T: (212) 868-5781 ext. 109
F: (212) 868-5782
jprosperino@schulmanlobel.comlinkedin-logo
Jennifer L. Prosperino, a principal in Schulman Lobel LLP’s Personal Business Management group has nearly twenty-five years of experience advising a diverse array of high-net individuals – among them athletes, attorneys, executives, entrepreneurs, divorcees and widows.  Ms. Prosperino advises her clients on all aspects of their financial lives, turning complex and technical concepts into easier terms for the clients to better understand and to be able to make well thought out decisions. Acting as a financial quarterback, she sees that planning is coordinated with clients’ attorneys, brokers, insurance agents and other advisors as well as with family members. With her tax background, short and long-term tax implications are factored into the planning. Prior to joining Schulman Lobel, Ms. Prosperino was a Principal at accounting firm Berdon LLP and previously a Partner at the wealth management firm Joel Isaacson & Co.
Jennifer will utilize her background experience and knowledge to help her clients:

  • Guide clients with immediate and long-term cash flow needs, tracking on-going budgets to help ensure goals are being met
  • Supervise day-to-day functions, such as bill payment
  • Monitor target allocations with clients’ advisors
  • Analyze all aspects of insurance needs and coordinate necessary coverages
  • Present options for weighing leasing vs. buying a car, shopping mortgage rates and fees, coordinating household help and education funding options
  • Implement trust and estate planning strategies
  • Wealth transfer and next generation planning
  • Collaborate with attorneys, brokers and other advisors to see that various areas of the overall plan are integrated, and the tax implications are considered

PROFESSIONAL AFFILIATIONS:

American Institute of Certified Public Accountants
•    Personal Financial Planning Section

EDUCATION AND PROFESSIONAL LICENSES

Ms. Prosperino holds a Bachelor of Business Administration degree in accounting from Pace University and earned the designation of Personal Financial Specialist (PFS) – the AICPA’s recognition for excellence in personal financial planning.  She is licensed as a certified public accountant in New York and holds her Series 65.  She has been quoted on Forbes.com and in ESPN the Magazine as well as authoring an article for the E-Guide for Professional Athletes entitled Scoring Points Against the Jock Tax.

Industry Expertise:
Business Management
Business Consultant
Entertainment
Tax Services/Tax Advisors
Family Businesses