Josh Morgenstern

Josh Morgenstern Email and Phone Number

Founder, Acadia Family Office @ Acadia Family Office
Josh Morgenstern's Location
Hunt Valley, Maryland, United States, United States
About Josh Morgenstern

As founder of Acadia Family Office, Josh Morgenstern is acutely attuned to the exceptional needsof his high and ultra-high net worth clients and their family offices. With over twenty years ofexperience as a CPA, Josh currently focuses exclusively on the intricacies of his niche, providingcomplete family office services, trust and estate planning, and proactive tax planning andcompliance for high net worth individuals, trusts, and private foundations.

Josh Morgenstern's Current Company Details
Acadia Family Office

Acadia Family Office

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Founder, Acadia Family Office
Josh Morgenstern Work Experience Details
  • Acadia Family Office
    Founder
    Acadia Family Office Jul 2016 - Present
    Hunt Valley, Maryland, Us
    Trusted advisor and tax member with more than twenty years of experience in public accounting, who is deeply committed to service the unique tax and compliance needs of high net worth/ultra-high net worth individuals and their family offices. Works closely with attorneys, trustees and other advisors to fully resolve compliance, estate and tax planning needs of the family.
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  • Arthur F. Bell, Jr. & Associates, L.L.C
    Member, Tax
    Arthur F. Bell, Jr. & Associates, L.L.C Jan 2013 - Jun 2016
    Work closely with family office clients to assure proactive tax planning and family goals are considered with all investment, business and charitable activities.
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  • Arthur F. Bell, Jr. & Associates, L.L.C
    Director, Tax
    Arthur F. Bell, Jr. & Associates, L.L.C Jul 2010 - Dec 2012
    Worked closely with family office clients to implement best practices and proactive tax planning.
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  • Arthur F. Bell, Jr. & Associates, L.L.C
    Manager, Tax
    Arthur F. Bell, Jr. & Associates, L.L.C Jul 2008 - Jun 2010
    Reviewed complex trust, individual and private foundation tax returns.
    View
  • Arthur F. Bell, Jr. & Associates, L.L.C
    Senior, Tax
    Arthur F. Bell, Jr. & Associates, L.L.C Jan 2005 - Jun 2008
    Reviewed trust, individual and private foundation tax returns.
    View
  • Wolf Maryles & Associates, L.L.C.
    Staff/Senior Tax Accountant
    Wolf Maryles & Associates, L.L.C. Dec 2000 - Dec 2004
    New York, New York, Us
    Prepared federal, state and local personal income tax , gift tax, trust and investment partnership returns for high net worth individuals.
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Josh Morgenstern Education Details

  • Touro University
    Touro University
    Accounting

Frequently Asked Questions about Josh Morgenstern

What company does Josh Morgenstern work for?

Josh Morgenstern works for Acadia Family Office

What is Josh Morgenstern's role at the current company?

Josh Morgenstern's current role is Founder, Acadia Family Office.

What schools did Josh Morgenstern attend?

Josh Morgenstern attended Touro University.

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