Overview
With more than 40 years of experience, Mitchell Gerstein advises closely held businesses, real estate owners and developers, healthcare organizations, and high-net-worth individuals. He pairs technical tax knowledge with practical business insight, helping clients anticipate challenges and make confident decisions.
Experience
He develops tax-efficient strategies that support long-term growth and wealth preservation, and manages sophisticated federal, state, and multi-state compliance and consulting matters for businesses and their owners. Mitchell also advises on entity structuring, mergers and acquisitions, ownership transitions, and reorganizations to improve tax efficiency and business value. He is known for clear communication and practical solutions.
Education & Affiliations
Mitchell earned a Bachelor of Science in Business Administration from Drexel University and completed his Master of Science in Taxation with highest honors from Widener University. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA).
Appointed to the Taxpayer Advocacy Panel (TAP) in 2024, he served as National Vice Chair in 2025, sits on TAP’s Notices and Correspondence Committee, and serves on The Franklin Institute’s Brand and Visitor Experience Committee.