Brent Lipschultz has boomeranged back to EisnerAmper after a four-year layover at PwC where he was a partner in the firm’s Personal Financial Services practice.
Lipschultz, who has been a guest on CNBC a time or two to talk about taxes, investor confidence, and a bunch of other wealth advisory stuff, has re-emerged at EA as a partner in its Personal Wealth Advisors Group. He’ll be based in NYC.
He had worked as a partner in that same group for nearly 10 years before jumping ship to P. Dubs in 2015. As you can see from the clip, Lipschultz worked at Eisner before the Amper.
EisnerAmper touted Lipschultz’s more than 25 years of experience serving high-net-worth individuals, including celebrities and professional athletes, as well as family offices, board members of Fortune 100 companies, global investors, and privately held business owners.
His expertise includes:
- Domestic and international income tax planning
- Executive compensation
- Estate and gift tax planning
- Charitable planning
- Wealth preservation strategies
- Super Bowl XLIX Chevytruckgate
EisnerAmper was certainly crowing about poaching Lipschultz away from PwC:
“We’re excited to have Brent back in the fold at EisnerAmper,” said 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.”
Lipschultz, who cut his teeth in public accounting at KPMG, is a member of the American Bar Association, the AICPA, the Society of Trust & Estate Practitioners, and holds the Personal Financial Specialist designation.