Alliances

Smolin Lupin is an independent member of the BDO Seidman Alliance, a nationwide association of independently owned local and regional accounting and consulting firms sharing a dedication to exemplary client service.

This alliance furthers our capabilities to better serve our clients through services and technical knowledge of a national firm while maintaining our fair rates and personalized attention.

BDO USA, LLP is a national professional services firm providing assurance, tax, financial advisory and consulting services to a wide range of publicly traded and privately held companies for almost 100 years. BDO USA serves clients through more than 37 offices and over 400 independent alliance firm locations nationwide. As a member firm of BDO International, BDO USA serves multinational clients by leveraging a global network of resources comprised of 1,095 locations in 110 countries.

As an Independent Member of the BDO Seidman Alliance, Smolin Lupin has the ability to:

• Enhance our client services and broaden our capabilities
• Expand our geographical coverage with the help of other alliance members
• Gain greater technical knowledge in specialty areas
• Utilize professionals with experience in a wide range of industries
• Participate in the latest training programs

With over 100 accounting and consulting firms in 200 locations, the member firms cover a wide range of industries and give Smolin Lupin the opportunity to better service our clients on a national and even global scale.

If you would like to learn more about how the BDO Seidman Alliance enhances our capabilities please contact Ted Dudek, CPA at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or Rachel Anevski, PHR at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Click here to download our brochure on the BDO Alliance

Wealth Management Advisors

When you look for a financial advisor, you're looking for a special mix of skills, knowledge and personal integrity to form a successful relationship. Wealth Management Advisors, LLC, can help you to realize and attain your financial planning goals.

• Formalize of Financial Goals and Objectives- Your financial goals are unique to your situation, and when you say them and write them down, they are more likely to become reality. Once we have assessed your financial goals and objectives, we can develop your investor profile.
• Personal Net Worth Analysis - Your personal balance sheet is a good place to start when analyzing how to meet your financial goals and objectives. This allows us to compare your current allocation to the optimal allocation for your investor profile.
• Income Tax and Cash Flow Analysis - An important part of reaching your financial goals is minimizing your tax liability.
• Education Planning - A college education is becoming an increasingly large financial burden. That's why we review your current education savings plan and calculate an amount to allocate towards education to meet these goals.
• Financial Independence and Retirement - Through proper asset allocation, portfolio structure, manager selection and continuous portfolio management your retirement goals can be achieved. We can provide you with a customized investment strategy and the flexibility to modify when needs or market conditions warrant.
• Risk Management - Risk plays an important role in financial management. We can show you how to prepare for the unexpected and minimize financial risk that can leave you or your loved ones devastated.
• Estate Planning - Everything you accumulate during your lifetime should be passed on to your heirs. It is critical to be prepared for this process and understand concepts like estate-tax liabilities, so you can plan ahead for this transition period.
• Implementation - Even the best wealth management plan is worthless unless you take action. Once you take action, we can also help you monitor your plan to ensure that you stay on track to achieve your goals.

Richard Ascher, CPA, MBA is the Managing Director of Financial Services for Wealth Management Advisors. Richard has been a CPA for over thirty years and has significant experience in the investment arena. He has assembled a team of independent investment and insurance specialists along with other professionals to help implement strategic financial plans. Contact: Richard Ascher, CPA (973) 439-9900 at our Fairfield Office, or email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it . To find out more information, download our brochure here

Information Technology Alliance

Through strategic alliances and partnerships, our clients have trusted technology advisors to help them deploy management information technology solutions that support those needs. To learn more about Smolin's capabilities and how we can help you achieve your goals by taking care of your IT and information management needs, contact us.