Alan Huberman, CPA, MST

Partner

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ahuberman@blumshapiro.com 617.658.5220 617.641.0090

Experience Highlights

As a tax partner and a member of the firm’s Private Client and Family Office Group, as well as the Trust and Estate Group, Alan advises privately held businesses and their owners, non-profit organizations, trusts and estates, and high net-worth individuals and their families on strategic tax planning, general financial planning, tax consulting and compliance. Alan’s experience includes corporate and individual taxation, probate accounting and administration, business planning and consulting, tax representation and defense matters, and tax planning in contemplation of marriage or divorce.

Alan has been qualified as an expert witness on tax matters in divorce engagements by the Massachusetts Probate and Family Court, and he provides representation before the IRS and state taxing authorities for clients who are delinquent in their tax return filings and payments.

Alan worked for Friedman, Suvalle & Salomon, PC for over 15 years prior to its merger with blum in 2014.

Professional Education
  • Boston University - Bachelor of Science in Business Administration with a concentration in Accounting
  • Boston University - Certificate in Financial Planning
  • Bentley College - Master of Science in Taxation, Distinction
Professional Organizations & Activities
  • American Institute of Certified Public Accountants
  • Massachusetts Society of Certified Public Accountants
  • Newton-Needham Chamber of Commerce
  • Boston Estate Planning Council
  • Hearts and Noses Hospital Clown Troupe - Treasurer, Board of Directors
  • Temple Beth Shalom - Assistant Treasurer, Finance Committee

Personal and attentive service is paramount to the client relationship. Say what you're going to do, and do what you've said you would do.

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