25+ years of experience as a CFO, Director of Tax and Assistant Treasurer
Trusted adviser for high-net-worth families and individuals
Automotive and financial services industry expertise
Experience with corporate governance and acquisitions for start-ups and mid to large-sized companies
West Palm Beach
@ARKirschenbaum
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Alan Kirschenbaum is a Managing Director with Alvarez & Marsal Tax in Miami. Mr. Kirschenbaum is the head of A&M Private Client Services practice, which provides a full range of tax services and family office services to high net worth families and individuals.
Mr. Kirschenbaum has extensive experience with assisting high net worth families and individuals with liquidity analysis and planning, integration of tax planning strategies and multi-generational relationship management. Mr. Kirschenbaum has also worked with families and individuals in educating and the evaluation of alternative and direct investments as well as the oversight of personal matters impacting individuals and families.
Mr. Kirschenbaum also brings significant experience in the areas of tax, finance, treasury and operations. Previously, Mr. Kirschenbaum had a career in a corporate setting where he held the positions of Chief Financial Officer, Assistant Treasurer and Director of Tax for Fortune 500 companies, as well as start-up organizations and has worked with privately owned businesses and their owners.
Mr. Kirschenbaum has extensive experience in identifying, understanding and managing federal and state tax issues related to complex business transactions including mergers, acquisitions, dispositions, financings and securitizations. He also has significant experience in the area of financial accounting and corporate finance.
Mr. Kirschenbaum earned both a bachelor's degree in accounting from the University of Florida and a master's degree in business administration from Nova Southeastern University. He is a Certified Public Accountant (CPA) in Florida and member of the American Institute of Certified Public Accountants (AICPA).
NOTE: Alvarez & Marsal employs CPAs but is not a licensed CPA firm.
In recent years, outsourcing for family office services has grown from a niche solution to a mainstream strategy. As family offices face increasing regulatory demands, rising costs, and the need for more sophisticated financial strategies, has become a vital tool in improving operational efficiency.
A&M has turned to Masttro Wealth Technology, a powerful software platform that has become the leading wealth solution for ultra-high net worth family offices. With secure links to more than 500 asset custodians, Masttro manages the world’s largest network of direct connections to financial institutions.
This morning, House Democrats on the Ways and Means Committee circulated a discussion draft of legislative text which were the first signs of what they are considering including within their reconciliation package.
Yesterday, during his first address to Congress, President Biden formally announced the American Families Plan (“AFP”), a sweeping set of proposals that would be paid for in part by increasing taxes on high-income individuals by $1.5 trillion over the next decade, by increasing the top individual tax rate and tax rates on capital gains and dividends, and by changing the tax treatment of inherited assets.
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