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.