T: (212) 868-5781 ext. 318
F: (212) 868-5782
As a partner in Schulman Lobel, Andy provides business management for performing and creative artists, athletes, and other celebrities, including US nonresident aliens, as well as tax and financial planning for high net-worth individuals and their closely held businesses. In addition, he has special expertise in representing clients in the settlement of tax controversies. While his career focus has been personal financial planning (PFP), at Schulman Lobel his predominant clientele have careers in screen, television, and live stage, including several nominees and winners of Academy, Emmy and Tony Awards. The firm also represents other established talents such as authors, photographers, painters, musical performers, songwriters, models, and athletes. Additionally, Andy has developed an expertise in the representation of nonresident alien performing and creative artists; presently the firm represents over a dozen British artists.
The financial media has often acknowledged Andy’s expertise including Worth magazine naming him one of the nation’s Best Financial Advisers for several consecutive years, Accounting Today including him as one of the 50 Name$ To Know In Financial Planning each time this list of “influential practitioners” has been published, and Consumers’ Research Council Of America listing him in their Guide To America’s Best Financial Planners. Furthermore, his financial and tax advice has appeared in dozens of publications including The Wall Street Journal, Investor’s Business Daily, USA Today, The New York Times, The Los Angeles Times, The Daily News, The Star Ledger, The Record, The Arizona Republic, Newsweek, Business Week, Kiplinger’s Personal Finance, Worth, Financial Planning, Dow Jones Investment Advisor, and Accounting Today and he has been a featured guest on ABC, Fox, CNN, E!, and Bloomberg among others.
Andy co-authored the AICPA publication Guide To Planning For Performing And Creative Artists and edited the AICPA course Tax Considerations For Professional Athletes And Entertainers. He also appeared in the AICPA video Education Funding. He assisted the AICPA in planning its Certificate of Educational Achievement program in PFP, as well as planning and lecturing at several of the AICPA’s PFP Technical Conferences and PFP Investment Conferences. He has also edited PFP materials for The CPA Journal, as well as for other professional publications and has lectured throughout the country on the subjects of PFP and his specialty of representing performing and creative artists. He is proud to have assisted the New York State Society of CPAs in developing their Task Force to provide pro bono assistance to victims of the September 11th disaster and of creating and developing, as well as serving as the chairman of the Disaster Recovery Conference held in New York City in February, 2002.
Andy holds several professional licenses. He has active CPA Licenses in New York (since 1978), California (since 1979), and New Jersey (since 1991). He also held real estate brokers licenses for many years in both California and New Jersey. In 2006, Andy obtained a New York Life, Accident, & Health License and has since been licensed in several other states.
Andy earned a BSBA in Accounting at Boston University’s School of Management in 1975, graduating Magna Cum Laude. He earned a MBA in Taxation at Fairleigh Dickinson University graduating with honors in 1979.
In 2013, Andy authored a two-part article, “Tackling Tax Planning of Nonresident Alien Artists,” for the Law Journal Newsletters, Entertainment Law & Finance.