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Advisor Overview

EXPERIENCE HIGHLIGHTS

Richard S. Zimmerman, a senior advisor for Berdon LLP, has more than 35 years of experience advising high net worth individuals and closely held businesses on a broad range of accounting and tax matters.

High Net Worth Individuals in the Arts and Other Professions

Mr. Zimmerman has specific expertise in business management in the arts, working closely with personalities in fine arts, music, stage, film, and television. He has consulted with fine art dealers, surgeons, and business entrepreneurs on a large array of business and personal wealth matters including estate tax planning, asset diversification, and other wealth preservation techniques.

Real Estate Investors and Operators

Mr. Zimmerman has significant experience in the real estate industry.  He has worked on the financial and operational needs of clients investing in and constructing commercial office buildings, retail malls, warehouses, and cooperative and condominium housing.  His clients have included domestic entrepreneurs and non-US capital entering the US real estate market. He has extensive experience performing due diligence for the acquisition of various types of businesses.

Hedge and Private Investment Funds

Mr. Zimmerman’s practice includes hedge funds and investment funds, including private capital investments.

PROFESSIONAL MEMBERSHIPS AND ACTIVITIES

American Institute of Certified Public Accountants

New York State Society of Certified Public Accountants

EDUCATION AND LICENSES

Mr. Zimmerman received his Bachelor of Science degree in accounting and economics from Brooklyn College.  He is licensed as a certified public accountant in New York.