Search Results for: EisnerAmper

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.”

More news from EisnerAmper

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.”

More news from EisnerAmper

More news on Cannabis Practices

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.

EisnerAmper Admits Four New Partners

New York-based EisnerAmper (FY18 net revenue of $360.7 million) has announced that it has admitted several new partners who have years of experience successfully serving clients, the firm and the accounting profession.

“As our firm continues to grow, both domestically and internationally, Katie, Blair, Michael and Lisë possess the essential attributes clients look for and need in a trusted business advisor: diversified business consulting expertise, leading-edge technical proficiency and superb interpersonal skills,” says EisnerAmper CEO Charly Weinstein.

The new partners are:

Katie Brandtjen – Brandtjen, part of the financial services group in San Francisco, has more than 10 years of experience providing tax compliance and consulting services to hedge funds, private equity funds, funds of funds, broker-dealers and investment advisors.

Blair Robbins – Robbins, part of the audit group in the Iselin, N.J., office, has more than 15 years of public accounting experience. He serves companies from growth-stage to mature corporations in both the public and private sectors. He leads audit engagements, manages client relationships, and consults with clients’ financial personnel, management and owners on various business issues. He leads the firm’s film production incentives practice.

Michael Sadler – Sadler, part of the financial services group in Syosset, N.Y., has 20 years of diverse tax and accounting experience. He specializes in tax issues relating to hedge funds and private equity funds. He provides tax planning and compliance services to both start-up and multibillion-dollar funds. He advises clients on tax efficient entity structuring, taxation of financial products and investment and trading strategies.

Lisë Stewart – Stewart, part of the private business services practice in Iselin, N.J., is the principal in charge of the firm’s Center for Family Business Excellence. She has more than 25 years of experience in organizational development, strategic planning and training, and human performance management. Co-founder and chair of the Galliard Family Business Advisor’s Institute, she is an NJBIZ “Best 50 Women in Business” and a Leading Women Entrepreneurs “Top 25 Leading Women Intrapreneur.”

EisnerAmper Enhances its Process, Risk and Technology Solutions Practice with CENTRL Technology

New York-based EisnerAmper (FY18 net revenue of $360.7 million) announces that it will partner with CENTRL, a risk and compliance technology company.

EisnerAmper’s Process, Risk and Technology Solutions (PTRS) Group applies leading-edge best practices and current public accounting standards to assess, document and remediate emerging risks across internal audit, regulatory compliance, IT risk and cybersecurity functions.

EisnerAmper will leverage CENTRL’s software solution to bring greater automation to the examination and assessment process across the firm’s IT, risk and cybersecurity, internal audit and regulatory compliance, and digital solution process transformation practices.

Eisner will provide its clients with a more efficient tool for conducting assessments, internal and external interaction, and deeper analytics and dashboards.

“This alliance gives us another powerful tool in our firm’s technology tool belt,” says partner Jerry Ravi. “This will help us empower clients to enhance the effectiveness and efficiency of their operations.”

“We’re driven by the belief that the application of technology to risk and compliance will both drive greater efficiency and deliver better risk insights through deeper analytics,” says Sanjeev Dheer, CEO of CENTRL.

EisnerAmper Joins Accounting Blockchain Coalition

EisnerAmper Risk Solutions, a subsidiary of New York-based EisnerAmper (FY18 net revenue of $360 million), announces that it has joined the Accounting Blockchain Coalition (ABC).

The ABC is dedicated to educating businesses and organizations on accounting matters relevant to digital assets and distributed ledger technology, including blockchain. As an ABC member, EisnerAmper will collaborate with other industry leaders to work on issues impacting the accounting industry, publish a set of best practices, help develop guidelines and more. The ABC is working to evolve into the primary industry resource and community for organizations involved with blockchains in accounting.

“We’re excited to join the ABC,” says EisnerAmper Partner Alan Frank. “It further establishes our firm in the blockchain space, and it offers our specialists a variety of valuable resources for us to stay on the leading edge of blockchain in the accounting and tax areas, which will benefit our clients tremendously.”

EisnerAmper Launches Process, Risk and Technology Solutions

From compliance to technology to operational risk, company leadership is constantly identifying challenges in assessing, preventing and mitigating the evolving threats that confront their companies daily. That’s why New York-based EisnerAmper (FY18 net revenue of $360.7 million) has launched a suite of process, risk and technology solutions to connect a company’s operational, financial and technological departments.

EisnerAmper professionals offer the following services:

  • Internal audit and regulatory compliance – Increase the efficiency of active programs, modernize internal audit processes and procedures, and perform risk assessments to identify internal control gaps.
  • IT risk and cybersecurity – Methodically examine technology, operations, services, goals and objectives. Offer pragmatic solutions and an action plan to control risks surrounding security and privacy, financial processes and reporting, and business processes and compliance.
  • Digital solutions and process transformation – Assess current processes and identify technology integration opportunities including artificial intelligence, robotics process automation, service with software and other emerging technologies.

“Our process, risk and technology solutions professionals are far more than IT advisors,” says national practice leader Jerry Ravi. These industry experts will take a 360-degree view of a client’s risk-exposure points and provide a detailed roadmap to help them fortify and enhance their business and performance outcomes.”

EisnerAmper Names Two New Leaders

Lori Reiner

New York-based EisnerAmper (FY18 net revenue of $360.7 million) announces that Lori Reiner is moving from her role as PIC of the firm’s Philadelphia office to the newly created role of chief people officer.

She will be responsible for designing and implementing cutting-edge human resource strategies to cultivate lifelong learning, personal and professional skill-building, respect, recognition, collegiality and collaboration – all hallmarks of EisnerAmper’s culture, the firm says.

Reiner has more than 30 years of leadership experience, including as a current member of the firm’s executive committee. “Our people are by far our greatest resource, so it’s tremendously exciting, as well as a great responsibility, being at the nexus of where staff development meets client service,” Reiner says.

In addition, Paul Dougherty was named PIC of the firm’s fast-growing Philadelphia office, where he will oversee the continued growth of the practice, engagement in the local community and talent acquisition. Dougherty, who was the national leader of the firm’s corporate tax group and created its health care consulting group, has more than 30 years of industry experience.

He is a former member of the firm’s executive committee. With the advent of the Tax Cuts and Jobs Act, Dougherty took a leading role in the EisnerAmper team charged with creating communications and educational programming on the impact of the legislation on businesses and individuals.

“I welcome the chance to build upon Lori’s tremendous legacy at the Philadelphia office,” Dougherty says. “And I look forward to working with staff, clients, business leaders and local organizations in the greater Philadelphia area to continue EisnerAmper’s growth and its role as a valuable member of the community.”

“I can’t think of anyone better than Lori and Paul – each with their unique and varied skill sets – to disrupt the status quo and take a fresh approach to staff development and client service,” says EisnerAmper CEO Charly Weinstein.

EisnerAmper Adds West Palm Beach Office 

New York-based EisnerAmper (FY18 net revenue of $360.7 million) has announced the opening of a new downtown office in West Palm Beach, Fla.

“With offices in Miami and Fort Lauderdale, Palm Beach County was the logical next step in serving our clients who live and work in the South Florida marketplace and beyond,” says Barry Gould, EisnerAmper’s Florida PIC. “South Florida is an enormously strategic location for our firm due to its growth, excellent business climate, proximity to Latin America and more.”

“We very much look forward to establishing ourselves in the community and continuing our long tradition as a positive corporate citizen, as we’ve done in our other locations around the globe,” adds Michael Mazzola, PIC of financial services in Florida.