Lawrence M. Lipoff
TEP, CEBS, Director – Trusts & Estates Tax Services – CohnReznick Advisory LLC
With more than 30 years of experience, Lawrence (Larry) M. Lipoff specializes in the delivery of domestic and international private client services to enable high-net-worth individuals and families to maximize their new or generational wealth.
Experience and credentials
Certified Public Accountant
Provides strategic advice to his clients and their closely-held businesses in the areas of income tax planning and compliance, estate planning, and administration services, as well as family structure consulting
Through many years in practice, he synthesized the work of various related professionals to integrate several planning strategies into solutions that maximize value
Frequent lecturer and author of articles published through professional forums on topics including 1041/706/709/3520 & 3520-A returns; fiduciary taxation including foreign trusts; international estate planning and administration; grantor charitable lead trusts; business succession; generation-skipping transfers; Chapter 14 and carried interest estate planning for private equity and hedge fund principals; and private placement life insurance
Education
B.S., Economics – The Wharton School of the University of Pennsylvania
Professional affiliations
Society of Trusts & Estate Practitioners
Trusts & Estates Magazine – International Board Member
Strafford Publishing – Estate Planning Board Member
Goldberg Study Group – Member
New York State Society of Certified Public Accountants – Annual Estate Administration Conference – Past Chair
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