Julian Lopez
- Senior Manager, Eisner Advisory Group LLC
Contact
Julian Lopez is a Tax Senior Manager in the firm's Private Client Services group. With nearly 10 years of experience, Julian focuses on providing tax planning and consulting services to high-net-worth individuals and closely held businesses.
He also has extensive experience providing tax planning services to clients in the professional services and real estate industries. He deeply understands the tax laws and regulations that affect these types of entities and provides strategic guidance to clients to help them minimize their tax liability.
Prior to joining the firm, Julian was a Tax Manager at Lindsay & Brownell, LLP, a full-service accounting and consulting firm. In this role, his key responsibilities were reviewing tax returns, planning analysis, and consulting.
Specialties
- High Net Worth Individuals
- Professional Services
- Real Estate
- Closely Held Businesses
- Tax Planning
- Accounting
Credentials & Education
- Certified Public Accountant (CPA)
- University of San Diego: BA, Accountancy & Taxation; MS, Accountancy & Taxation
Affiliations
- American Institute of Certified Public Accountants
