Gary Sherman, CPA

Partner | Managing Member

Managing Member at RRBB Advisors, LLC

Partner at Rosenberg Rich Baker Berman, P.A.

Gary Sherman joined the firm as a partner in October 2000 and has positioned himself as a general practitioner with a primary industry focus in labor unions, real estate management companies, legal and medical practices, and condominium associations, as well as high-net-worth individuals. His experience includes business consulting for entrepreneurs and start-up businesses.

In addition, Gary has provided services to many clients that own and manage closely held private companies. His experience includes tax planning and compliance, as well as conducting tax examinations before the various federal and state taxing authorities.

While conducting accounting, auditing, and tax compliance work for labor union employee benefit plans, Gary spends much of his time concentrating on jointly trusteed plans pursuant to a collective bargaining agreement. His knowledge covers defined benefit plans, welfare plans, prepaid legal plans, and educational assistance plans.

Certifications

  • Certified Public Accountant, State of New Jersey
  • Certified Public Accountant, State of New York
  • Certified Public Accountant, State of Florida

Education

  • Bachelor of Science in Business Administration with a Concentration in Accounting, Georgetown University (Washington, DC)

Professional Memberships

  • American Institute of Certified Public Accountants (AICPA)
  • New Jersey Society of Certified Public Accountants (NJSCPA)
  • International Foundation of Employee Benefit Plans
  • New Jersey Community Associations Institute
  • Georgetown University Alumni-Northern New Jersey Chapter
  • Somerset County Business Partnership

Publications

  • Stress free ways to grow your dental practice
  • Calling it quits: How Dentists can maximize their exit strategies
  • The right way to value your Dental practice

DISCLAIMER

"RRBB" is the brand name under which Rosenberg Rich Baker Berman, P.A. and RRBB Advisors, LLC, and its subsidiary entities, including CFO Financial Partners LLC, provide professional services. Rosenberg Rich Baker Berman, P.A. and RRBB Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Rosenberg Rich Baker Berman, P.A. is a licensed independent CPA firm that provides attest services to its clients, and RRBB Advisors, LLC, and its subsidiary entities provide tax and business consulting services to their clients. RRBB Advisors, LLC, and its subsidiary entities are not licensed CPA firms.