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EisnerAmper Launches Center for Individual and Organizational Performance

Lise Stewart

New York-based EisnerAmper, an IPA 100 firm, has launched a new Center for Individual and Organizational Performance to be led by principal-in-charge Lisë Stewart.

The new effort aims to work collaboratively with business leaders to focus on key competencies, performance metrics and leading-edge research to support both individual change and organizational development, utilizing methodologies based on business psychology, neuroscience, and strategic HR and business practices. The center’s six integrated service areas include strategic HR consulting, leadership development and executive coaching, professional assessment, family business excellence, board development and conflict resolution/relational mediation.

“Given the current pandemic, there’s an even greater need for crisis communications, managing a virtual workforce, strategic and financial pivoting for an economic downturn and so forth,” says Stewart. “But the Center is also designed for the recovery and beyond. Organizations across every industry can really benefit from this one-of-a-kind resource.”

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EisnerAmper Admits Carol Surowiec as Partner

Carol Surowiec

New York-based EisnerAmper (FY19 net revenue of $380.6 million) announces that Carol Surowiec has been admitted as a tax partner in its real estate services group.

Working out of the firm’s Miami office, Surowiec will focus largely on pass-through entities with a heavy emphasis on real estate, drawing on her more than 30 years of experience in federal and state taxation matters for clients in the real estate, construction, manufacturing and distribution industries.

“With our growing national real estate practice dedicated to serving this sector, it’s exciting to add a team member with Carol’s experience and tax knowledge,” says Kenneth Weissenberg, co-leader of the real estate services group.

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EisnerAmper Merges in Compensation Resources

New York-based EisnerAmper (FY19 net revenue of $380.6 million) has acquired consulting firm Compensation Resources Inc. (CRI) of Upper Saddle River, N.J.

Founded in 1989, CRI provides compensation consulting services including executive compensation, base pay administration, sales compensation, performance management, board advisory services and litigation support.

“As companies continue to face complex organizational changes and human capital challenges, combining with CRI represents a strategic move that bolsters EisnerAmper’s consulting group and provides yet another value-added service that clients eagerly seek,” says EisnerAmper Vice Chair of Services Christopher Loiacono.

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EisnerAmper Announces Regional Office Changes

New York-based EisnerAmper (FY19 net revenue of $380.6 million) has announced changes to its regional office structure with the following promotions, effective Feb. 1:

  • Nicholas Tsafos is PIC of the New York office and is responsible for the day-to-day operations and long-term growth strategy for the office of 700 professionals. He also serves on the board of directors of EisnerAmper Global.
  • Diane Wasser is PIC of the New Jersey offices and is responsible for their day-to-day operations and long-term growth strategy. The offices have more than 400 professionals. She is also the founder and PIC of the firm’s pension services group.
  • Peter Cogan is MP of the financial services industry and is responsible for practice growth, which includes adding services. He is also the leader of the firm’s financial services audit and assurance services practice, a director of the Cayman Islands practice, and a director and the board chair of EisnerAmper Global.
  • Matthew Maulbeck is MP of audit and is responsible for overseeing the practice and leading technology changes within the practice.

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EisnerAmper Promotes 3 Partners to Vice Chair Positions

New York-based EisnerAmper (FY19 net revenue of $380.6 million) has named three of its partners and key leaders to the newly created role of vice chair.

Michael Breit has been named vice chair for strategic relationships. He will oversee existing client relationships and the cultivation of new ones to help the firm meet its growth goals. He is currently PIC of the sports and entertainment group and was previously the PIC of the New York office.

Christopher Loiacono has been named vice chair for services. Loiacono is responsible for the growth and quality of service offerings. Duties include oversight of the firm capabilities, capacity, training and quality control procedures. Loiacono is also a leader in the tax services group and was previously the MP of services.

Jay Weinstein has been named vice chair for industries and markets. He is responsible for executing business strategies for existing markets and segments and identifying emerging opportunities. He will also oversee innovation and technology initiatives. Most recently, he was the PIC of the New Jersey office and MP of markets and industries.

“We’ve grown dramatically over the past several years, expanding our geographic footprint, adding hundreds of talented colleagues along with the latest technologies, and introducing many new service offerings to deepen our client relationships,” says Charly Weinstein, EisnerAmper CEO.

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Horvath & Giacin Joins EisnerAmper

New York-based EisnerAmper (FY19 net revenue of $380.6 million) has announced that the leadership and staff of CPA firm Horvath & Giacin of Pennington, N.J., have joined the firm.

Founded in 1989, Horvath & Giacin is a full-service accounting firm with a staff of 22. They offer tax, accounting and assurance, and business advisory and consulting services to clients in more than 10 countries.

“What really impresses us about Horvath & Giacin is their relationship-driven approach. John Horvath and his team genuinely feel that each of their clients – irrespective of their size, location or industry – should receive stellar service,” says Jay Weinstein, EisnerAmper MP of markets and industries and PIC of the firm’s New Jersey office.

Horvath, president and a founding member of Horvath & Giacin, is joining EisnerAmper as a partner. “We’ve admired the ‘EisnerAmper way’ for a long time. And we’re thrilled to now be able to leverage its robust technology, advisory service offerings, talent, client initiatives, educational resources and more to enhance our client service.”

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EisnerAmper Admits Scott Testa into Partnership

Scott Testa

Scott Testa

New York-based EisnerAmper (FY19 net revenue of $380.6 million) has hired Scott Testa and admitted him as a partner in its personal wealth advisors (PWA) group.

Testa has more than 25 years of experience providing comprehensive tax, trust, estate, financial, retirement and philanthropic planning for high-net-worth individuals and corporate executives. He also has expertise in stock option planning, business succession planning and various estate planning strategies. He interacts regularly with clients, attorneys, client business advisors and IRS representatives.

Timothy Speiss, co-leader of the PWA group says of Testa, “His trust and estate knowledge is among the best in the profession. With Scott’s arrival and expertise, his addition will cement EisnerAmper as a leading trust and estate advisor to our clients along with the PWA practice’s continued prominence in the U.S.”

Testa will be based at EisnerAmper’s Iselin, N.J., office.

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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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