Alan D. Sobel, the Managing Member of SobelCo, is responsible for facilitating the strategic direction and the day-to-day management of the firm. Alan has considerable experience with mergers and acquisitions and delivers added value working with clients on sourcing deals, negotiating and structuring transactions, financial and business due diligence and transaction financing.

In addition, Alan advises business owners of privately held entities in the manufacturing, retail, construction, distribution, real estate development, and financial services industries, applying his expertise in the areas of financial reporting, tax planning for businesses and high net worth individuals, and strategic business planning.

Karen Henderson, a Senior Tax Manager in the SobelCo Tax Practice, gained a depth of experience while working with clients in the public accounting sector, as well as in private industry, where her familiarity with strategic cash flow plans and other financial analysis added value for the companies she served. This combination of public-private perspectives enables her to provide critical insights for both the firm’s corporate clients and the individual tax payers who depend on SobelCo to assist them with strategic tax planning and compliance.

While serving in decision-making roles in accounting and tax firms across New Jersey, Karen developed a unique technical expertise for working with multi-state and start-up income tax returns and large, consolidated, corporate income tax returns as well as supervising and reviewing federal and state income tax returns and managing unclaimed property projects and tax-exempt determinations and issues.

Over the years Karen has established a strong reputation in the community for delivering excellent client service. It is this key attribute that enabled Karen to assume a leadership role at the firm where she is having a positive impact on the professional staff and on the clients. A frequent speaker in the state, Karen has been asked to draw on her extensive experience to address critical tax topics for business leaders in manufacturing, healthcare, real estate, nonprofits and foundations.

Brad E. Muniz, Member of the Firm and Director of Accounting and Auditing at SobelCo, serves small businesses and individuals in the areas of accounting, auditing, tax and business consulting. Brad has over 25 years of experience in the areas of financial reporting, tax compliance and planning for closely-held businesses, SEC registrants, nonprofit organizations, and strategic business planning. Brad utilizes his expertise to ensure that the quality of all SobelCo engagements exceeds the client expectations while complying with American Institute of Certified Public Accountants (AICPA), and Public Company Accounting Oversight Board (PCAOB) requirements, in addition to other industry guidelines.