Practice Areas
- Advisory
- Tax Services
- Wealth Management
Service Specialties
- Tax Planning
- Estate Planning
- Family Wealth Management
- Insurance and Investments
- Personal Financial Planning
- Charitable Planning Solutions
Industry Expertise
- High-Net-Worth
- Professional Services
- Tax Planning
- Estate Planning
- Family Wealth Management
- Insurance and Investments
- Personal Financial Planning
- Charitable Planning Solutions
Professional Experience
Jonathan L. Gassman is a Principal at Prager Metis, a member of Prager Metis International Group. He has more than 30 years of experience in the accounting industry. He is a Certified Public Accountant, Certified Financial Planner, and a Chartered Advisor in Philanthropy.
Mr. Gassman specializes in providing high-net-worth individuals and their families effective results in areas pertaining to tax planning, investment management, wealth management, estate planning, philanthropic planning, family education and multigenerational planning and solutions.
He has represented dozens of Fortune 500 executives in various industries including tech, finance, banking, consumer products, food and beverage, and professional services. Mr. Gassman is a noted industry expert and a prolific speaker. He currently hosts a podcast for AICPA (American Institute of Certified Public Accountants).
Education
- Masters in Tax, Long Island University, New York
- Graduate of The Rainmaker Academy
- Certified Financial Planner
- Chartered Advisor in Philanthropy