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Edward Mendlowitz on Muck Rack

Edward Mendlowitz

New Brunswick
As seen in: Forbes, Accounting Today, CPAWealthProvider, Journal of Accountancy, Bottom Line Inc., The CPA Journal, CPA Trendlines, Tax Pro Today, ISCPA CPE Connection, Withum Sounding Board
CPA and Partner in WithumSmith+Brown. Specialize in Succession Planning & Business Valuations. Also available as keynote speaker for business and trade groups.
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Articles

77 No-Brainer Opportunities in Small Business Advisory

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By Edward Mendlowitz
| CPA Trendlines Verified
The Checklist of Checklists Quick-Start Guide You can take action starting today. By Ed Mendlowitz 77 Ways to Wow! This list is a guide to jog additional thought about a client’s business. I have done all of these, and, at some point, I started making a list to help me remember. I also used it to help staff choose a few items each time they performed services for a client as a value-added benefit to the client. The listing can also be used a guide for a separate engagement.
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How Siblings Can Derail a Family Business

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By Edward Mendlowitz
| CPA Trendlines Verified
Succession plans can be tricky …  for the advisor. By Ed Mendlowitz Call Me Before You Do Anything: The Art of Accounting Someone has to be the boss. When the founder is active, he or she is usually the boss. But what about parents who step aside to have their children run the business? Particularly where there is more than one child working in the business? I’ve seen some situations where two siblings can run the business as equals. And then, there are other situations where they can’t.
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Four Types of Tax Projections to Provide

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By Edward Mendlowitz
| CPA Trendlines Verified
Six thoughts on charging for them. By Ed Mendlowitz The CPA Trendlines Practice Doctor Many accountants do tax projections. Some clients get projections who should not, but there are many who do not, who should. Here are some insights about preparing and charging for them … TO READ THE FULL ARTICLE Continue reading your article with a CPA Trendlines Pro membership. Posted on June 15, 2026
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