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Brian M. Whelan

Brian M. Whelan, CPA

Partner
Phone: (646) 380-4981
Cell: (646) 773-9896
Fax: (347) 436-9528

BRIAN M. WHELAN, CPA joined Presti & Naegele in 2004 and has been a partner at the firm since 2017. He received his BBA degree in Accounting from Bernard M. Baruch College of the City University of New York. In addition to his experience in public accounting at Presti & Naegele, Brian gained experience in the private sector as a CFO for a financial consulting company. The experience Brian has gained from his work in both public accounting and the private sector has allowed him to provide clients with useful and practical advice when it comes to their financial and accounting records management. He now specializes in CFO on-the-go services, multi-jurisdictional corporate, partnership and individual taxation. He was recently chosen as an emerging leader in the accounting profession by CCH. Brian is an Advanced Certified QuickBooks ProAdvisor.

  • Brian Whelan

    Courts Loosen Up On Conservation Easement Rules

    Courts Loosen Up On Conservation Easement Rules Two recent court cases indicate that, although use o...Read More

  • Brian Whelan

    How do I? Distinguish partnerships from other arrangements

    How do I? Distinguish partnerships from other arrangements A partnership is created when persons joi...Read More

  • Brian Whelan

    FAQ: What is “assignment of income” under the tax law?

    FAQ: What is “assignment of income” under the tax law? Gross income is taxed to the individual w...Read More