Lisa Osofsky, CPA/PFS, CFP

Partner, Tax/Private Client Services

Expertise

Individual Taxation

Estate and Gift Planning

Family Business Succession Planning

Personal Financial and Retirement Planning

Investment and Insurance Planning

Licenses and Accreditations

Certified Public Accountant, New Jersey and New York

Personal Financial Specialist, AICPA Accreditation

Certified Financial Planner

Life and Health Insurance License

Series 6 and 63 Securities Licenses

Affiliations

New Jersey Society of Certified Public Accountants

American Institute of Certified Public Accountants

Tax and Financial Planning Divisions

The Financial Planning Association

Education

BS in Accounting, summa cum laude, University of Hartford

MS in Taxation, Seton Hall University

  

Publications and Speeches

Regularly quoted by The Wall Street Journal, Money, Forbes,

    BusinessWeek and many other business and professional publications

Various lectures, conference presentations and appearances regarding

    financial planning and tax issues

Interviews by network and cable television

Professional and technical articles published in several financial journals

    and newsletters