Tax Deferral Through Like-Kind Exchange
Comprehensive Tax & Advisory Services
Integrated tax and advisory services for family offices, business leaders, and individuals with complex planning needs.
A More Specialized Approach
Navigating complex financial lives requires thoughtful coordination. Our practice brings together strategic tax planning, real estate structuring, business management, and multi-generational wealth transfer services all under one roof. We work closely with family offices, business leaders, and individuals to preserve, grow, and transition wealth with clarity and confidence.
Our Practice Provides
- Income Tax Planning
- Real Estate Planning & Structuring
- Trust, Gift & Estate Tax Compliance Services
- Multi-Generational Wealth Transfer Planning
- Family Office & Business Management Services
- Business Owner Advisory
Payments & File Uploads
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Our business is about earning trust and taking care of people in a way that makes them feel valued, heard, and supported. We invest the time to truly understand our clients and build lasting relationships. There’s nothing more rewarding than when a client says they’re glad we had the conversation. When situations are complex, we collaborate as a team to find the best solution and deliver the clarity and confidence our clients count on."
Steven J. Fishman, Partner
Meet the Practice
Our practice combines deep technical experience with a commitment to responsive service and long-term relationships. We deliver tailored solutions across tax, accounting, real estate, and business management — helping clients navigate complexity with confidence.
What You Can Expect
Cerity Partners clients benefit from a team of specialists working in concert on every aspect of their financial plan.
Independence
Our advisors draw upon the universe of available solutions to the extent they can be leveraged in your interest. We are not bound to any one solution.
Exceptional Talent
Our collaborative culture, broad capabilities, and commitment to high standards have helped us attract experienced professionals from across the wealth management industry.
Stewardship
We explain relevant wealth management issues and solutions, providing full transparency on all terms, risks, and expected outcomes.
Thought Leadership
Our firm's specialists provide timely insights on the most opportune and challenging financial topics of the moment.
Scale with Personalization
Cerity Partners is proud to be one of the fastest-growing RIAs. We create economies of scale across our practice-lower cost structures on investments, exclusive access to private investing, and advanced research and technology. Our rich resources enable advisors to do their best work.
Diversity
The diversity of our perspectives enables us to work with a wide variety of needs and meet our clients where they are.
Our Practice Provides
Tax Planning & Preparation >
We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.
Estate & Gift Planning >
Our sophisticated estate and wealth transfer strategies help you preserve your legacy while helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.
Trust Services >
Protect what you have worked for, and ensure your intentions are fulfilled with the objective support of a team of financial professionals who have a fiduciary duty of care and loyalty to our clients.
Family Office >
Our family office services free you to focus on what matters most, providing a coordinated team of specialists dedicated to preserving, growing, and protecting your family's prosperity.
Business Owner Advisory >
We work with owners of privately held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families, and other stakeholders.
CFO & Accounting Services >
A partner in helping you determine strategic business decisions, streamline costs, and solve problems.
A Fireside Chat with Kurt Miscinski
Watch an exclusive webinar with Kurt Miscinski as he shares the story behind one of the nation’s leading independent wealth management firms. Kurt also explains how Cerity Partners Tax, Accounting, and Advisory Services fits into the firm’s overall strategy.
Latest Insights
Advanced Wealth Transfer Planning
Important Updates to the California Pass-Through Entity Tax
Your Trusted Financial Partner Awaits
Connect with Our Practice
Let’s get to know each other. Schedule your discovery session to discuss your financial planning needs, learn more about what we offer, and determine whether we’re the right fit for you.
Josh Diamond
Partner
Cerity Partners Tax Services, LLC dba Fishman, Block + Diamond by Cerity Partners ("FB+D by CP") is a wholly owned subsidiary of Cerity Partners, LLC ("Cerity Partners"), an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Cerity Partners is not a licensed CPA firm. Payments processed through this portal are for tax and accounting services only and are not related to investment advisory or wealth management services provided by Cerity Partners. Payments are processed by CPACharge, a third-party payment processor. Cerity Partners is not responsible for the security or operation of CPACharge's platform. A 3% processing fee will be applied to all credit card transactions.
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