Irving Don specializes in providing financial solutions and guidance to individuals, families, and businesses for their financial planning needs. With a focus on tax strategy, estate planning, and asset protection, “I’ve always found that the best way to find solutions for my clients is to first engage them in thoughtful interactive discussion, where we can address personal and family considerations, then balanced with focused strategy to minimize tax implications while accumulating maximum asset value for family needs and/or charitable goals.”

Irving Don has been in the financial services industry for over 25 years, and specializes in advising high net worth families in the customization of life insurance and financial products purposed for minimizing estate tax exposure while maximizing asset values for loved ones. Mr. Don began his career with an accounting degree from Pace University, NYC in 1980, and then worked at Price Waterhouse and Company while earning his MBA in Taxation at St. John’s University. During years at both Price Waterhouse and Arthur Andersen, Mr. Don worked in the areas of taxation, auditing, forensic investigations, and bankruptcy. In following years, he acquired as both primary investor and active CFO, several companies in the retail food distribution and home furnishing businesses. Having worked as both a CPA and actively operating his own businesses, valuable experience has allowed Mr. Don to gain insight into the needs of individuals and businesses owners, their tax considerations, exit planning, and family estate planning strategy.