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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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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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