Gary DuBoff, CPA, CFP is a Principal in the Tax and Accounting Department of MBAF and a highly experienced tax & accounting professional, serving high net worth, privately-held businesses & corporate executive clients.
Gary has extensive experience advising clients with personal and business tax issues, investment and financial planning, family wealth transfer, estate and retirement planning and charitable giving. He has developed strong client relationships and serves as a trusted advisor, counselling them through diverse business matters and linking them with other resources to address specific business needs.
As an author, Gary has written numerous articles on topics related to estate tax, wealth planning and income tax. He has also shared his expertise and been quoted in print and online outlets, including The Fiscal Times, Business Insider, Crain’s New York Business and US News & World Report. Gary has appeared on camera with both CNN and WSJ TV, among numerous other speaking appearances. Gary has had an extremely diverse career, having been in senior level positions both in public accounting and private wealth management.
Prior to joining MBAF, Gary was a Managing Director with CBIZ MHM, LLC, a Midwest Regional Trust Sales Officer for Wachovia Trust Company and a Wealth Strategies Advisor for The Bank of America Private Bank. Gary also spent 15 years as a Tax Principal at Ernst & Young.
Founded in 1969, MBAF is ranked nationally as a Top 40 accounting and advisory firm by Accounting Today and has been named one of the Best of the Best firms in the country by INSIDE Public Accounting for the past 18 years.
CBIZ MHM, LLC — the financial services division of CBIZ, Inc. — is committed to maximizing all aspects of their clients' financial interests. With over 2,000 professionals nationwide in over 30 offices, they strive to deliver outstanding quality and service.
Founded in 1879, as Wachovia National Bank, Wachovia grew to be one of the largest diversified financial services companies in the US. It traded on the New York Stock Exchange and provided a broad range of retail banking & brokerage, asset & wealth management, corporate & investment banking products & services. It was acquired by Wells Fargo in 2008.
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.
EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services they deliver help build trust and confidence in the capital markets and in economies the world over.
MHM is a nationally recognized accounting firm guided by hard work, integrity and a passion for excellence. Their steadfast commitment to responsive service and compliance with the high technical and ethical standards, reflects their respect for their profession and dedication to their clients.
