Comprehensive Tax & Advisory Services

Integrated tax and advisory services for family offices, business leaders, and individuals with complex planning needs.

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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

A 3% processing fee will be applied to all credit card transactions.

Fishman Block + Diamond (Legacy Account)

Balances outstanding prior to merger on December 31, 2024

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Fishman Block + Diamond by Cerity Partners

Billing after January 1, 2025 – post merger

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FBD Assurance

Accounting and audit work for invoices after January 1, 2025 – post merger

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Client 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.

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(818) 783-7140

16830 Ventura Blvd, Suite 400

Encino, CA 91436

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.

29:09

A Fireside Chat with Kurt Miscinski, Founder and CEO of Cerity Partners

Latest Insights

Individuals and Families

Tax Deferral Through Like-Kind Exchange

November 4, 2022 - A Section 1031 exchange (also known as a like-kind exchange) allows commercial or investment real estate owners to avoid capital gains tax when selling the…

Individuals and Families

Advanced Wealth Transfer Planning

February 17, 2022 - A well-crafted wealth transfer and estate plan can help you implement your vision for the future and create benefits for the people and causes that…

Individuals and Families

Important Updates to the California Pass-Through Entity Tax

January 17, 2022 - The Franchise Tax Board has provided additional information and clarification on several important issues for 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's headshot

Josh Diamond

Partner

Connect with Our Practice

Call Us: (818) 783-7140

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!

Request an Introduction

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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