Brent Lipschultz is a Partner in the Personal Wealth Advisors Group, a leader on the International Wealth Planning team, and a member of the firm’s National Tax Practice. With more than 25 years of experience, Brent focuses on domestic and international income and estate and gift tax planning for global investors,; corporate executives, athletes and entertainers and closely held business owners.
Additionally, Brent advises global companies on expatriate tax and payroll matters; and provides services in the areas of compensation planning and charitable giving. Brent has represented clients before the IRS and state taxing authorities on complex tax matters, including off-shore voluntary compliance cases.
Prior to returning to the firm, Brent was a Partner at a Big 4 firm where he served international family offices having sophisticated cross border tax issues. He also served as a technical resource in a Big 4 firm’s Washington National Tax practice. Brent serves as Co-Head of the High Net Worth Committee and a member of the Global Mobility Committee for Allinial Global. He is also on the campaign steering committee of UJA-Federation of New York and has served on the executive board of STEP-NY. He was formerly on the Executive Committee of the AICPA Personal Financial Planning board.
Brent has written numerous articles on topics of estate planning for national publications, including The Tax Advisor and Philanthropy Magazine. He has lectured at the American Institute of Certified Public Accountants and New York State Society of Certified Public Accountants, in addition to national financial institutions and community organizations. Brent has also been quoted in national publications and outlets such as Forbes, Newsweek, The Washington Times, The Wall Street Journal, and Reuters, among others; and speaks about financial planning topics on Bloomberg Television, CNBC, MSNBC, CBS Market Watch, and National Public Radio.