PETER ROSENBERG & PARTNERS IS A LAW FIRM FOCUSING ON INTERNATIONAL AND UNITED STATES TAX PLANNING AND COMPLIANCE, TRUST AND ESTATE PLANNING AND ADMINISTRATION
Partner
Peter is President and the Principal Member of Peter Rosenberg & Partners LLC. He assists families and other private clients concerning their personal and investment connection to the United States. Peter is a practicing attorney, focusing on the U.S and international tax planning, compliance and administration.
Peter is a 1996 graduate of Villanova University School of Law (LL.M. Tax), a 1993 graduate of Temple University School of Law and a graduate of the University of Pennsylvania. Peter is admitted to practice in New York, Pennsylvania and in the United States District Court for the Eastern District of Pennsylvania.
Prior to establishing Peter Rosenberg & Partners LLC and Stonehage Fleming US LLC, Peter was a partner in the Philadelphia law firms Cozen O’Connor and Duane Morris, LLP.
He is a member of several professional organizations including the Society of Trust and Estate Practitioners (STEP) and several bar associations.
Partner
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.
Tax Manager
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.
Senior Associate
Candace is a Senior Associate and is responsible for overseeing the trust administration and client service administration department.
Candace joined Peter Rosenberg & Partners LLC in 2015 after having spent the first 8 years of her career at a boutique investment management firm working with institutional and individual high net worth investors. She has a B.S. in Finance from the Rutgers University School of Business.
Senior Associate
Josh is a Senior Associate at Peter Rosenberg & Partners LLC. 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.
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). Josh is admitted to practice in Pennsylvania and the United States Tax Court.
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 also an ordained rabbi and certificated flight instructor and commercial pilot.
Josh is a member of several bar associations, including the Tax Section of the American Bar Association.
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