Mr. Holand applies over forty years of technical experience and practical judgment to advise companies from start-up ventures to established enterprises. As a Personal Financial Specialist (PFS), he counsels clients on risk and investment management, retirement, insurance, tax, wealth and estate planning, working closely with his clients’ team of advisors.
Mr. Holand's diverse client base of privately held businesses operating as partnerships and S Corporations includes professional service firms, lawyers, doctors, executive search, outsourcing, and, other service companies. He also advises technology businesses, real estate, investment partnerships, venture capital, private equity, foreign and domestic manufacturers and distributors, as well as high- net-worth individuals and not-for-profit organizations.
Mr. Holand graduated Cum Laude with a BS from Lehman College and is a certified Personal Financial Specialist (PFS), accredited by the American Institute of Certified Public Accountants.
BUSINESS & PROFESSIONAL AFFILIATIONS
Member, American Institute of Certified Public Accountants Member, New York State Society of Certified Public Accountants
Former Chair, Large and Medium Sized Firms Practice Management Committee
Former Member, Personal Financial Planning Committee
Former Member, Board of Directors, Barrier Free Living
Former Treasurer and Member of the Budget and Finance Committee of Temple Shaaray Tefila, Bedford Corners, New York
Former Member, Board of Directors of Indiana University Art Museum