Richard Umanoff
- Senior Advisor, Eisner Advisory Group LLC
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Richard Umanoff is a Senior Advisor in the firm. Richard's career spans over 45 years, with a concentration in taxation. His primary emphasis is estate and trust tax compliance, planning, estate administration, and probate court accounting.
Richard currently serves in the role of trustee for numerous clients. He helps clients with the transition of family wealth and estate succession. Richard has extensive experience working with family-owned and privately held companies and high-net-worth individuals. His primary goal is to assist individuals and their attorneys in effectively transferring wealth while minimizing unnecessary estate, gift, and generation-skipping taxes. In addition, he can coordinate all of your Estate & Gift, Trust, and Probate Planning needs to ensure a smooth transition while minimizing emotional, tax, and administrative burdens.
Prior to joining the firm, Richard was an estate & gift, trust, and probate Principal at KROST, a full-service certified public accounting and consulting firm that served individual and business clients of various sizes and industries.
Specialties
- Taxation
- Estate Planning
- Trust Compliance
- Probate Accounting
- Wealth Succession
- Family Business Advisory
- High-Net-Worth Individuals
- Estate Administration
- Gift Tax Strategy
- Trustee Services
Credentials & Education
- Certified Public Accountant (CPA)
- SUNY at Buffalo: MBA, Professional Accounting; BS
Affiliations
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
- LA Estate Planning Committee
- UCLA Annual Tax Controversy Conference