Earl Holtzman joined the firm in 1967 and served as Managing Partner from 1976 through 2016. With almost 50 years of experience as a CPA with MichaelSilver, Earl has handled a broad range of specialized accounting, tax planning, and management consulting issues across a broad and diverse variety of industries and service lines, including vehicle leasing, automobile dealerships, employee benefit plans, business succession planning, and divorce litigation support. Earl has written for trade publications and has spoken on a wide range of topics before various industry groups. He received his B.S. in Accounting from Roosevelt University. He holds memberships with the AICPA and the Illinois CPA Society. Earl has lived in the Chicago area his entire life and enjoys golf and traveling abroad.
Registered Investment Advisory Services
Earl has been providing financial planning and investment services for more than 20 years. He holds a stockbroker's license, a Registered Investment Advisor's license, and a Futures license. Earl's areas of service include:
- Analysis of current financial investments
- Development of individual financial objectives
- Retirement and financial independence planning
- Portfolio management
- Analysis of life insurance
- Cash management, financing, and budgeting
Contact Earl at [email protected].