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WeiserMazars Partner-in-Charge, Private Client Services Lisa Osofsky Named to Executive Committee

July 7, 2014

NEW YORK--(BUSINESS WIRE)-- WeiserMazars LLP, a leading accounting, tax and advisory services firm, is pleased to announce that Lisa Osofsky, Partner-in-Charge, Private Client Services has been elected to the firm’s Executive Committee, effective January 1, 2015. A founding member of WeiserMazars’ Tax Practice Board, Ms. Osofsky currently serves on several firm leadership teams including the firm’s Partner Performance Committee.

“Since joining WeiserMazars in 1987, Lisa has been an exemplary professional, focused on delivering exceptional client service. She is a champion of many firm initiatives and enhances our strategic positioning, both through her excellent work and market outreach,” said Douglas A. Phillips, WeiserMazars’ Chief Executive Officer. “As an Executive Committee member, Lisa will broaden the scope of her multi-faceted role in these critical areas at a firm-wide level and expand her already substantial contributions to our continued success.”

Ms. Osofsky has served as a Tax Partner for the past 17 years. She specializes in assisting with income taxation, estate and gift strategies, and collaborative wealth planning. As head of the Private Client Services group, Ms. Osofsky manages a unique practice offering coordinated and integrated tax, accounting, and financial planning services to the firm’s clients.

“I’m excited about the opportunity to serve WeiserMazars at a higher level,” said Ms. Osofsky. “As we continue to build our extraordinary firm, both domestically and globally, our tax services will be a principal driver of growth, and I am honored to be a key part of this expansion as well as to continue to bring our clients the resources they need.”

In addition to being a licensed CPA in New York and New Jersey, Ms. Osofsky holds the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA) and is licensed as a Certified Financial Planner (CFP). Currently affiliated with The Financial Planning Association, Ms. Osofsky is also associated with New York Philanthropic Advisors Network, New Jersey Society of Certified Public Accountants, and the American Institute of Certified Public Accountants.

About WeiserMazars LLP

Since 1921, WeiserMazars LLP has provided a unique combination of foresight and experience when fulfilling client needs in accounting, tax and advisory services. WeiserMazars’ team of over 100 partners and approximately 650 professionals is based out of eight U.S. offices, Israel and the Cayman Islands. As the independent U.S. member firm of the Mazars Group – a prominent international accounting, audit, tax and advisory services organization with nearly 14,000 professionals in more than 70 countries on six continents – WeiserMazars represents clients of all types, including owner-managed businesses, complex, multi-national organizations and high net worth individuals in a multitude of industries.

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Source: WeiserMazars LLP

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