Dina Schwartz, CPA

With 30+ years of experience including over 20 years as partner at KHS, Dina brings exceptional depth to income tax and estate planning services for high-net-worth individuals and trusts. Based at HBK’s Paramus office, she specializes in comprehensive wealth planning strategies that consider clients’ current and long-term needs while coordinating with legal and financial advisors.

Dina understands complex wealth planning challenges: high-net-worth individuals requiring sophisticated income tax and estate planning strategies, trusts managing complex distribution and tax considerations, multi-generational families needing coordinated wealth transfer planning, and clients seeking holistic approaches that align with their overall financial and personal goals.

Her approach emphasizes comprehensive collaboration: As a CPA with dual licensing in New York and New Jersey, Dina works with clients’ other legal and financial advisors to provide comprehensive strategies, ensuring all aspects of wealth management align with client goals and objectives.

Dina’s career demonstrates sustained partnership excellence: over 20 years as partner with KHS followed by joining HBK, reflects both technical mastery and relationship excellence in specialized tax and estate planning services for high-net-worth clients.

Her credentials support sophisticated service: BS in Accounting from Montclair State University, CPA licensed in both New York and New Jersey, and memberships in AICPA, NJSCPA, and NYSSCPA, while maintaining continuous education focus in tax planning and estate strategies.

For high-net-worth individuals and trusts requiring comprehensive income tax and estate planning expertise, Dina offers the combination of 30+ years of proven excellence, multi-generational relationship experience, and holistic advisory approach.

Connect with Dina to experience comprehensive wealth planning backed by three decades of partnership-level expertise: Paramus, NJ office