PETER ROSENBERG & PARTNERS - Key Persons
David is a Partner of Peter Rosenberg & Partners LLC. He assists individuals and families regarding United States tax planning, closely-held business succession planning, and planned charitable giving. David is a practicing attorney, focusing on U.S and international tax planning, administration and compliance.
David joined Peter Rosenberg & Partners LLC in 2016 after practicing law at Morgan Lewis LLP, Duane Morris LLP and a regional estate and tax planning firm. Before practicing law David held positions in sales and operations management for an international consumer-product company and served as an active-duty infantry officer in the United States Marine Corps from 1989 to 1993. He holds a J.D. from the Temple University School of Law (2001), an M.B.A. from the Temple University School of Business (1997), and a B.S. from the University of Maryland (1989). David is admitted to practice in Pennsylvania and New Jersey.
He is a member of several professional organizations including the Society of Trust and Estate Practitioners (STEP) and several bar associations.
Jeff joined Peter Rosenberg & Partners LLC in December 2011 as a Tax Manager. He is responsible for supervising all aspects of the tax and accounting services provided to clients and the financial and operational activities of the firm.
Prior to joining Peter Rosenberg & Partners, Jeff spent the first eight years of his career in public accounting, providing tax, financial and business consulting services to a varied clientele. After public accounting he held CFO and COO positions with firms primarily in the Wealth Management and Family Office industries.
Jeff graduated from Rutgers University in 1990 with a B.S. in Accounting and attained his public accounting certification in 1992.
He is a member of several professional organizations including the Society of Trust and Estate Practitioners (STEP), the American Institute of Certified Public Accountant and the New Jersey Society of Certified Public Accountants.
Josh is an Attorney Manager at Peter Rosenberg & Partners LLC and an Associate Director at Stonehage Fleming. He assists individuals and families regarding United States tax planning, closely held business succession planning, intergenerational wealth transfers, planned charitable giving, and tax controversy representation. Josh is a practicing attorney, focusing on the U.S. and international tax planning, compliance and administration.
Prior to joining Peter Rosenberg & Partners LLC, Josh practiced law at Montgomery, McCracken, Walker & Rhoads LLP. Before practicing law, Josh was an accomplished journalist, serving as senior editorial director of a regional publishing firm and editor-in-chief of several publications.
Josh is a 2021 graduate of Temple University's Beasley School of Law (LL.M. Taxation), a 2019 cum laude graduate of Temple University's Beasley School of Law (J.D.), and a graduate of the University of Pennsylvania (B.A., Political Science). He is admitted to practice in Pennsylvania and Florida and the United States Tax Court. Josh is a Trusts and Estates Practitioner as recognized by STEP, and a member of several bar associations, including the Tax Section of the American Bar Association.