JOSEPH J PRESS

JOSEPH J. PRESS | PARTNER

Joseph J. Press is the partner-in-charge of the Long Island-NY office of NKSFB and joined the firm in July 2014. Joe specializes in the financial services industry and provides financial and tax planning to High Net Worth clients.

PRACTICE FOCUS & SPECIALIZATIONS

Joe’s focus is on Business Management and Tax and his extensive experience, of over 35 years lies in:

• Tax Planning, Compliance and Representation.
• Services specific to High Net Worth clients in the Financial Services industry
• Gift, Estate and Trust Planning for generational wealth transfer, in consultation with counsel
• Family Office services
• Hedge Fund Administration and portfolio accounting

EDUCATION & EXPERIENCE

Joe received his Bachelor of Arts degree in accounting from Rider College in 1978 and his Masters of Business Administration in Taxation from Pace University in 1984. Prior to joining NKSFB, Joe was the founding and managing partner of Press Schonig Rosenthal & Co for 24 years and prior to that, a senior Tax Manager at Goldstein Golub Kessler & Co. for 11 years.

ASSOCIATIONS & COMMUNITY INVOLVEMENT

Joe is a member of the American Society of Certified Public Accounts and the New York State Society of Certified Public Accountants and is a member of the Family Office Committee.

Joe is the past Treasurer, Vice President and Trustee on the Board of Directors of his synagogue. He is a past member of the Audit Committee, Budget Committee, By-Laws Committee and Site Based Management Team of his local Board of Education. He is past President of his Homeowners Association.

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