Mitchell Gerstein, CPA, PFS, MST will be serving on the new Audience Engagement and Brand Reputation Committee at the Franklin Institute. He previously served on the Program, Marketing & Business Development Committee at the Institute for over 8 years.
Mitch is a senior tax advisor at Isdaner & Company, LLC. He joined the firm in 2018. He excels in the area of overall client engagement management with a focus on tax compliance, tax planning consultation and business advisory services.
Prior to joining Isdaner & Company, Mitchell had transitioned to an “early” retired owner from equity principal at a large national accounting firm. Mitchell has more than 30 years serving clients in the healthcare industry including multi-specialty groups, physician groups, senior living, CCRCs and home care. He recently served as a member of the board of directors and financial turnaround task force at the Simpson House, a not-for-profit retirement community.
Mitchell received his Bachelor of Science degree in Business Administration with a concentration in Accounting from Drexel University and earned a Master of Science degree in Taxation with highest honors from Widener University. His professional affiliations include: memberships in the American and Pennsylvania Institutes of Certified Public Accountants. He is also a member of the Medical Group Management Association (MGMA-National) and Healthcare Financial Management Association (HFMA)