Rothstein Kass appoints 3 new tax principals
Rothstein Kass has announced the addition of three new principals to its ranks.
Moshe Biderman, an alternative investment industry expert, has boarded as a Tax Principal in the Rothstein Kass Financial Services Group, and will be based in the Roseland, New Jersey office.
David Logan, well-known within the alternative investment community, has also joined the company as a Tax Principal in the Financial Services Group. He is based in the firms’ New York office.
Meanwhile, Robert Siegel, a tax planning and advisory services specialist to both public and private companies, has re-joined Rothstein Kass as a Tax Principal in the Rothstein Kass Commercial Services Group. He will operate from the firm’s Roseland location.
NEW PRINCIPAL BIOGRAPHIES:
David G. Logan, CPA, is a Tax Principal in the Rothstein Kass Financial Services Group. Dave offers tax, structuring, and operational advisory services to the alternative investment industry. Dave brings more than 25 years of both public and industry experience to his new role. For the past five years Dave was Senior Managing Director and Chief Financial Officer for an international fund of funds complex, where his responsibilities included middle and back office operations, audit and tax reporting, and regulatory and compliance matters for the investment funds and management entities. Previously, Dave was a tax partner with a “Big Four” accounting firm in New York, were he co-founded the Private Investment Fund Services Group. Dave was a firm-designated specialist in the structuring and taxation of private and public investment funds and fund of funds, and served some of the firm’s largest financial services industry clients.
Dave earned his Bachelor of Business Administration degree in accounting from Pace University. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPAs (NYSSCPA).
Roseland, New Jersey
Moshe Biderman, CPA, is a Financial Services Group Tax Principal, specializing in advising hedge funds, private equity funds, fund of funds, and other types of alternative investments. Moshe consults on matters related to taxation and organizational structure, including wash sales, constructive sales, straddles and swaps, and matters of distressed debt. Prior to joining Rothstein Kass in 2011, Moshe successfully managed several of the largest alternative investment client engagements at a “Big Four” accounting firm, He also has extensive experience serving Regulated Investment Company clients (RICs) on a broad array of tax matters.
Moshe earned a Bachelor of Science degree from Touro College, where he graduated Summa Cum Laude. He is a licensed certified public accountant and a member of the AICPA and NYSSCPA.
Robert Siegel, CPA, is a tax principal in Rothstein Kass Commercial Services Group. Rob specializes in providing tax planning and advisory services to both public and private companies across industry sectors including financial services, construction, manufacturing, professional services, real estate, retail, and technology. Rob has extensive experience in auditing tax provisions, preparing FAS 109 work papers, financial statement footnotes and disclosures, partnership taxation, and trust and family tax planning for high-net-worth individuals.
Rob earned a Bachelor of Science degree in accounting from the University of Delaware and a Master of Science in Taxation degree from Fairleigh Dickinson University. He is a member of the New Jersey Society of Certified Public Accountants (NJSCPA) and the State Tax Resource Group, where he has served as a Chairman for the Directors’ Subcommittee.