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Brent Lipschultz Rejoins EisnerAmper as Partner

Brent Lipschultz

Brent Lipschultz

New York-based EisnerAmper (FY19 net revenue of $380.6 million) announces that Brent Lipschultz has re-joined the firm and been admitted as a partner in its personal wealth advisors group.

He has more than 25 years of experience serving high-net-worth executives, family offices, board members of Fortune 100 companies, global investors, privately held business owners, celebrities and professional athletes.

He specializes in domestic and international income tax planning, executive compensation, estate and gift tax planning, charitable planning and wealth preservation strategies. He advises companies with expatriate tax and payroll matters, as well as represents clients before the IRS (including offshore voluntary compliance cases) and state taxing authorities on complex tax matters.

“We’re excited to have Brent back in the fold at EisnerAmper,” says Timothy Speiss, co-leader of the firm’s personal wealth advisors group. “He’s an intuitive leader with expertise across a broad spectrum of personal wealth clients, and he’s extremely engaged in the wealth advisory ecosystem. He’s (once again) a great addition to the firm.”

He will be based at EisnerAmper’s New York office. He has provided wealth advisory thought leadership to a variety of national media such as Forbes, The Wall Street Journal, Bloomberg, CNBC, Reuters, MSNBC and others.

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EisnerAmper Admits 11 Partners; Largest Class Ever

New York-based EisnerAmper (FY19 net revenue of $380.6 million) announced that it has admitted 11 new partners, accounting and advisory professionals who have years of experience successfully serving clients, the firm and the accounting profession.

“We’re celebrating our largest new partner class, many of whom started their careers here,” says Charly Weinstein, EisnerAmper CEO. “Each of these 11 accomplished professionals has many years of experience in helping clients achieve success, demonstrating a commitment to outstanding client service. Not only is this our largest new partner class, it’s arguably the most technologically proficient, which is critical to managing the firm’s rapid growth in a constantly evolving business climate.”

The new partners are:

  • Stephen Farbish, tax, Miami
  • Denise Finney, audit, Iselin, N.J.
  • Jaime Gilmore, audit and assurance, Iselin, N.J.
  • Dean Katsoupas, audit and assurance, Iselin, N.J.
  • Sharon Keenan, audit, New York
  • Amy MacFadyen, audit, Iselin, N.J.
  • Kelly Mulhearn, tax, Philadelphia
  • Jeffrey Stomski, financial services, New York
  • Bonnie Sussman, financial services, New York
  • Michael Torhan, real estate services, Syosset, N.Y.
  • Evan Waxman, private business services, Syosset, N.Y.

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EisnerAmper Moves Into New Dallas Office

EisnerAmper’s “Team Texas” at their new Dallas office space.

New York-based EisnerAmper (FY19 net revenue of $380.6 million) has relocated into a new Dallas office in the Harwood District.

The move was prompted by the firm’s growth in both Texas and the central United States. The firm says the new space supports its “clients-first, employees-first” approach. While the location is close to EisnerAmper clients in private equity, financial services, real estate, life sciences and health care, the firm believes the new office positions it to grow further in the technology sector, outsourced accounting services, and the firm’s consulting and advisory practices.

Ethan Boothe, PIC of the Texas market and private equity growth leader, says the office will serve “as a wonderful base of operations for our staff to service clients and cultivate exciting new markets. Addressing the current and future needs of our clients is directly correlated with the continued expansion of our consulting and advisory practices, which is the cornerstone of our growth strategy.”

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EisnerAmper Merges in CPA Firm and Real Estate Advisory Firm

New York-based EisnerAmper (FY19 net revenue of $380.6 million) announced that CPA firm Imowitz Koenig & Co. (IK) and real estate fund advisory firm Real Estate Systems Implementation Group (RESIG), have joined EisnerAmper.

Founded in 1979 and located in New York, both firms have a total of 14 partners and a staff of 125. IK provides audit, tax and advisory services to leading companies in the real estate industry. RESIG provides fund administration, structuring and advisory services to real estate funds and management companies.

Charly Weinstein, EisnerAmper CEO, says, “Imowitz Koenig and RESIG, like EisnerAmper, have a long and celebrated tradition of being leading-edge, client-centric firms, which makes this union such a great fit.”

Neil Koenig, founding partner of IK/RESIG, joins EisnerAmper as the president of EA RESIG LLC. He says, “The real winners here are the firms’ clients who will gain from the combined expertise of our skilled business advisors, expanded service offerings and the increased application of industry-leading technology.”

EisnerAmper says clients will benefit from IK/RESIG’s strengths in real estate private equity fund administration.

EisnerAmper has locations throughout the United States, India and Israel, and is a member of Allinial Global.

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Michael Rose Joins EisnerAmper as Partner

Michael Rose

New York-based EisnerAmper (FY19 net revenue of $380.6 million) announces that Michael Rose has joined the firm and been admitted as a partner in the process, risk and technology solutions practice. He will be based in the Philadelphia office.

Rose will specialize in enterprise risk management, IT, regulatory and compliance, internal audit and monitoring, and data governance. In addition, he will also be the practice leader for a new service offering related to compliance and monitoring for the Committee on Foreign Investment in the U.S. (CFIUS) transactions.

Jerry Ravi, partner and leader of the process, risk and technology solutions practice, calls CFIUS compliance an emerging area in the marketplace, “allowing us to build and leverage our existing compliance capabilities to offer valued solutions, including risk assessments and monitoring. We also plan to bring robust technology solutions to this area.”

Rose has more than 35 years of experience in governance/compliance, internal audit, internal controls, business process optimization, as well as IT audit and advisory, IT security and monitoring controls. He served as CEO and founding partner of a consulting firm where he was responsible for overseeing all functional aspects of firmwide operations in service areas such as enterprise risk management, fraud prevention and detection, corporate governance, risk and controls, business process improvement and IT security. He also held a position with a Big 4 accounting firm.

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Managed IT Security Services Firm Joins EisnerAmper

New York-based EisnerAmper LLP (FY19 net revenue of $380.6 million) announced that managed IT security services firm CSAM Marketing Inc. has joined the firm. CSAM’s leadership team and IT engineers have become part of EisnerAmper’s Process, Risk & Technology Solutions (PRTS).

Founded in 1984 and with locations across the New York and New Jersey metropolitan area, CSAM provides:

  • Managed IT Services – Network/server management, disaster recovery
  • Security Services – Monitoring network, endpoint security, virtual CISO
  • IT Solutions – Strategic IT planning, cloud system design and migration

“Prior to this, we specialized in identifying, measuring and monitoring a client’s cybersecurity risks. Now, with the technology and talent of CSAM, we can also provide real-time remediation services,” says Jerry Ravi, EisnerAmper partner and PRTS practice leader. “This exciting, strategic move is at the core of our philosophy of bringing technology-enabled services and solutions to clients of all niches, sizes and growth stages.”

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EisnerAmper’s Lisa Knee Named ‘Outstanding Woman in Law’

Lisa Knee

Lisa Knee

New York-based EisnerAmper (FY18 net revenue of $360.7 million) announced that tax partner and co-leader of the firm’s real estate practice, Lisa Knee, was named a 2019 “Outstanding Woman in Law” by Hofstra University’s School of Law.

“She received this accolade based on her exemplary leadership and strong commitment to ensuring the advancement of women, along with her noteworthy and inspiring contributions to the legal community,” the firm announced. Knee will be honored at an April 22 awards reception in Uniondale, N.Y.

A leader for the firm’s real estate private equity group, her 25 years of experience covers highly complex acquisitions, refinancing, dispositions, tax structuring, partnership disputes and much more. She is often quoted in Bloomberg and Crain’s, and she frequently moderates panels featuring some of the biggest names in commercial real estate.

“We’re very proud of how Lisa has utilized her vast skills and experience to help make EisnerAmper a preeminent real estate advisory practice,” says Jay Weinstein, MP of markets and industries. “Her brilliant legal and business mind are a tremendous asset to the firm, and she is also a wonderful role model for tomorrow’s attorneys and businesspeople.”

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EisnerAmper Expands Cannabis Practice

New York-based EisnerAmper (FY18 net revenue of $360.7 million) anticipates rapid expansion of the hemp and cannabis industry at the federal, state and international levels and is therefore expanding its services.

EisnerAmper is adding to its accounting, tax and advisory services for hemp and cannabis companies, from startup to exit. The firm also helps entities prepare for and adapt to regulatory changes and offer compliance services designed to meet annual governmental reporting requirements.

“This is the fastest-growing and most quickly evolving industry I’ve seen in my 35 years in business advisory services,” says Rick Frimmer, EisnerAmper managing director and cannabis and hemp practice leader. “What sets us apart is our practical experience having performed many engagements in this one-of-a-kind sector on behalf of both public and private companies. We know the landscape. We know the participants. And our lengthy track record of accounting proficiency and a client-centric approach is widely known.”

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EisnerAmper Names Klein as Leader of Forensics Litigation and Valuation in N.J.

Hubert Klein

New York-based EisnerAmper (FY18 net revenue of $360.7 million) has named partner Hubert Klein as leader of the firm’s New Jersey forensics, litigation and valuation services group.

Klein specializes in complex damages, business valuations, due diligence analysis, fraud, forensic investigations, matrimonial proceedings, lost profit calculations, shareholder disputes, insurance claims analysis, succession planning, and estate and gift planning.

With more than 30 years of experience, Klein has served as an agreed-upon neutral expert and as an expert witness appointed by judges. He has also been appointed by various courts to serve as a receiver, provisional director, special fiscal agent and the court’s independent forensic auditor in various civil litigation matters.

“We look forward to an exciting future with Hubert leading the New Jersey practice,” says Allen Wilen, partner and national director of EisnerAmper’s financial advisory services group. “The leadership, expertise and vision he brings will be enormously impactful to the firm.”

EisnerAmper Opens New San Francisco Location

New York-based EisnerAmper (FY18 net revenue of $360.7 million) announced that it has a new office in the financial district in San Francisco, and move-in is set for Dec. 3.

The move was prompted by the firm’s continued growth in California, along with the need for state-of-the-art processes and workspaces that support EisnerAmper’s “clients-first, employees-first” approach, the firm says.

While the location offers proximity to EisnerAmper clients in real estate, technology, financial services and other sectors, the technological investments will improve the overall client experience. Significant attention was given to a more open, brighter space that will occupy just over 12,000 square feet. While the existing arrangement is intended to accommodate 50-plus professionals, this space can accommodate a 50% growth in headcount. The firm will optimize use of this space by leveraging technology and hoteling as well as offering flexible work arrangements.

Award-winning architectural firm Francis Cauffman Architects led the design efforts. The office features an open layout, spaces for mobile workers, a “town hall,” and multi-purpose rooms. The redesign and office move were led by Bob Lane, EisnerAmper’s director of operations and administration and his team.

“We received valuable input from the staff on both the design essentials and amenities that will help them not only enhance productivity and client service, but help them remain closely connected with each other – whether working inside or outside the office,” he says.