David Liptz - Principal & Partner

 

David Liptz is the owner of Liptz & Associates, CPA's and Co-Managing Partner here at Illuminare Management Group.  David has led the charge from local CPA to one of the top 5 Self funded and Captive Insurance Audit firms in the Country.  Recently, David expanded his teams services to include outsourced personal CFO, family office and business management services for his high net worth families and the businesses that they own.  With over 30 years of  robust experience preparing audits, reviews, taxes  and consulting with wealthy Individuals and wage earners David knows what’s coming next and how to plan for it.

 

While actively an innovator and an entrepreneur, David also brings the management and structure that every team needs to the game. David has a unique ability to embrace the entrepreneurial spirit but also the foresight and guidance and an objective view for what comes next. 

 

PRACTICE FOCUS & SPECIALIZATIONS

 

David’s focus and his extensive experience includes:


• Financial plan review and implementation

• Communicating the story of your financial statements
• Structuring business entities
• Developing business plans and overseeing implementation
• Evaluating cash flow and income streams

• Evaluating & structuring commercial & multi-family real estate
• Evaluating insurance, healthcare, education and retirement needs
• Contract review and negotiation
• Royalty and compliance disputes
• Proactive Cash flow management and planning
• Proactive Tax planning and compliance
• Estate Planning
• Wealth transfer from generation to generation
• Self/Private insurance structures
• Negotiation of major services

 

EDUCATION & EXPERIENCE

 

David graduated cum laude in accounting from California State University Fullerton.

 

ASSOCIATIONS & COMMUNITY INVOLVEMENT

 

David is a CPA and member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

Current designations include:  ACI, DTW, VCIA, and CICA.

 

David and his staff have been honored with many prestigious awards, including Captive Review’s Power 50, US Captive Service Award’s CPA Firm of the Year, and designation as an Enterprise Risk Captive Pioneer. David emphasizes education when he regularly speaks, consults and discusses captive insurance tax, family office and audit issues with others inside and outside the accounting industry.  

Jeff Kleid - Principal & Partner

Jeff Kleid is the Co-managing partner of Illuminare Management group.  Building his expertise starting within the field of insurance and risk management Jeff has been involved in almost every aspect of everyday business and life.  Whether it is a multi million dollar real estate, technology, manufacturing, distribution, aviation, film, tv or business acquisition, Jeff has been actively involved at some aspect of the process. This unique experience has provided Jeff with the skills and tools to be quite adaptable and truly assist high net worth individuals, their families and all their moving parts.

PRACTICE FOCUS AND SPECIALIZATION

Jeff's focus and his extensive experience includes:

  *  Business Strategy

  *  Insurance, Insurtech and Risk Management

  *  Real Estate

  *  Private Lending and Investment

  *  Asset Management

  *  Technology

  *  Aviation

  *  Boat and Yacht 

  *  Film and TV

  *  Manufacturing

  *  Distribution

  *  High Net Worth and Affluent Family needs

  *  Philanthropy

  *  Sports and Fitness Industry 

  *  Online Commerce 

  *  Medtech and BioTech

  *  Sustainability 

EDUCATION & EXPERIENCE

Jeff graduated from California State University Fullerton, Liberal Studies and Business

Professional background includes Property, Casualty and Life Insurance, NMLS and BRE licenses.

ASSOCIATIONS & COMMUNITY INVOLVEMENT

Jeff is the Past President of the Independent Insurance Agents and Brokers of America, San Fernando Valley chapter.   Holds a SMaRT certification with Train the trainer status in Sustainability, Past board member of the Jewish Community Foundation of Orange County, and a recognized author and speaker regularly.  Jeff also spends a significant amount of time each year mentoring college students and works closely with his fraternity Alpha Epsilon Pi as an ongoing active alumni.  

Contact Jeff

 

Direct: (949) 478-0363

 

email: Jeff@IlluminareMG.com

 

Fax: (949) 474-8510

1401 Quail Street, Suite 140​

 

Newport Beach, CA 92660

Contact Dave

 

Telephone: (949) 474-8500

 

email: Dave@IlluminareMG.com

 

Fax: (949) 474-8510

1401 Quail Street, Suite 140​

 

Newport Beach, CA 92660