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LAWRENCE M. LIPOFF on...

Larry Lipoff has earned a reputation as one of New York City’s foremost estate planning CPAs.

However, Larry is far more than just an outstanding tax expert. Clients and advisors alike appreciate Larry’s pragmatic and sympathetic approach to solving multimillion dollar estate tax problems..

CHALLENGES

"I have spent over two decades working to meet the specialized needs of high net worth individuals and their businesses. I relish the challenges that my clients present because they provide an opportunity to research and synthesize solutions that are truly tailored to the needs of the individual."

COLLABORATION

"In addition to working closely with ultra high net worth clients, I receive a great deal of satisfaction from collaborating with my professional colleagues. Together, we develop strategies that are not only highly effective, but are designed for seamless implementation -- whether in whole or in stages."

COMMUNICATION

"I enjoy the opportunity to write articles for industry publications and lead seminars on topics such as business succession, deferred compensation and generation-skipping planning. This ongoing communication and interaction with my peers is extremely rewarding."

PROFESSIONAL & PERSONAL CREDENTIALS

- Over 20 years of professional experience
- Certified Public Accountant
- Certified Employee Benefits Specialist
- The Wharton School,
University of Pennsylvania - B.S.,
Economics, with concentrations in Financial and Taxation Planning,
Accounting and Finance
- Member: American Institute of Certified Public Accountants
- Member: New York State Society of Certified Public
Accountants, Estate Planning Committee
- Seven Time Former Chair: Annual Estate
Administration Conference,
Foundation for Accounting Education (FAE)
- Two Time Former President: Tax & Estate
Planning Council of Rockland County
- Former Advisory Board Member: The CPA
Journal
- Member, Planned Giving Committee: The Museum
of Modern Art and The New York Public Library
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