Shimon Wolf
Senior Consultant
“I believe tax planning is most effective when it’s viewed through a long-term lens. My goal is to help clients consider the broader context so they can make well-informed choices.”
Shimon Wolf has more than 45 years of experience in public accounting, specializing in tax planning and compliance for individuals, trusts, partnerships and charitable foundations. His expertise spans income tax, estate and financial planning, cash flow management, investment monitoring, partnership structuring and comprehensive tax compliance services.
Shimon’s professional background includes experience with both national and regional CPA firms. Prior to joining PKF O’Connor Davies, he founded and led Wolf Maryles & Associates, L.L.C. Earlier in his career, he worked in the Executive Tax Department of a Wall Street brokerage and investment banking firm, providing tax and financial advisory services to senior executives.
He is a member of the New York Tax Study Group and has authored articles published in The CPA Journal. Shimon has presented for the New York State Society of Certified Public Accountants and served as an adjunct lecturer in accounting at Kingsborough Community College.
Professional Affiliations and Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYCPA)
- Estate Planning Committee
- Investment Management Committee
- Relations with the Internal Revenue Service Committee
- Taxation of Financial Instruments and Transactions Committee
- Rabbi Isaac Elchanan Theological Seminary (RIETS) – Yeshiva University
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- Board Member
- Boys Town Jerusalem
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- Board Member
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Accreditations
- Certified Public Accountant (New York)
Education
- Bernard M. Baruch College, Master of Business Administration degrees in Accounting and Taxation
- Yeshiva University, Bachelor of Arts degree in Economics