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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Cerity Partners Tax, Accounting, and Advisory Services

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

Hear From Our Clients

Each relationship begins with different goals, challenges, and priorities. The real measure of our work is how clients say we've impacted their lives.

Steve is rare. He and his firm not only have excellent tax, real estate and estate planning skills, they have great people skills. They build authentic relationships with clients that give them the credibility. Steve possesses a strong moral compass, mastery of his field and true concern for people.

— Alyse N. Pelavin, Managing Partner, Loeb & Loeb LLC

Steve is far more than an accountant; he’s a sage. I’ve seen him develop solutions in minutes that can make or save a company millions. He’s a big picture guy who wants to see his clients succeed. Steve's more than a trusted partner, he’s an extended member of my family.

— Bradley Cohen, Founder, President & CEO, Cohen Asset Management, Inc.

Cerity Partners (formerly FBD) provides invaluable advice in a personable and professional forward-thinking manner that engenders confidence. Their deep knowledge and experience means we always get sound counsel from a team that not only understands our business but has extensive experience in the ever-evolving business landscape.

— Steve Shokouhi, President & Managing Partner, Preylock

I’ve been with Cerity Partners (formerly FBD) many years and it’s one of the best business decisions I’ve ever made. They’ve empowered me with expert, trusted advice and the most current tax, real estate, and business guidance. I always feel ahead of the game with Cerity Partners (formerly FBD) on my side.

— Alan Smolinisky, Conquest Housing

We’ve been with Cerity Partners (formerly FBD) for approximately two years and they are a pleasure to work with. They have gotten to know us quickly as people and business partners. which enables them to guide us and answer any questions that come up in a nimble and efficient way. Their input is priceless.

— Arturo Litwak, JS Signet

Cerity Partners (formerly FBD) is an extension of our company. They’re true partners who capture the essence of complex scenarios straight out of the gate. They provide a high level and consistent cadence of communication and sophisticated insights that helped us grow.

— Timothy T. Ronan, Jr., Founder & Managing Partner, Stanton Road Capital, LLC

Our family company has been with Cerity Partners (formerly FBD) since the beginning; we were literally one of their first clients. The fact that we’re still with them says it all. The firm has been a priceless resource for us on both a personal and professional level. I can’t imagine using anyone else.

— Dan Keston, Chairman, LARO Properties and KFG Investment Company

For 16 years, Cerity Partners (formerly FBD) has consistently exceeded our expectations for high quality and timely service. With their sound advice, out-of-the box ideas, world class expertise and unwavering integrity, we’ve saved money and made better decisions.

— Donald W. Kelley, Jr., President & CFO, Haagen Company

I’ve worked closely with Gary Diamond and his outstanding team for 25+ years. Cerity Partners (formerly FBD) is so much more than a CPA firm; they’re consultants and friends. Our business has grown and benefited greatly from their sage and strategic counsel.

— Ed Richmond, President, Americh

Cerity Partners (formerly FBD) has been with me for 20 years helping me navigate multiple complex business scenarios. I lean on them for high-level guidance and they always deliver. They are more than accountants, they are experts in tax law, real estate investment banking and business.

— Gregory Perlman, Founder & CEO, GHC Housing Partners

We’ve been with the firm for over 30 years and have always had an incredible working relationship. The firm is professional beyond measure. Steve and his team have helped us with advice not only in accounting, but also with legal related matters. We’re very fortunate to have Cerity Partners (formerly FBD) representing us.

— Howard Mermel, President, HM Properties

We’re a family-owned firm and we’ve been with Steve and Cerity Partners (formerly FBD) for generations. Steve and his team are like extended family. They are valued advisors and trusted partners who we talk to multiple times a week. Their planning and foresight keeps us ahead of the curve.

— Jason Amoroso, Chief Operating Officer, Amoroso Companies

We have been using Cerity Partners (formerly FBD) as our tax accountants for many years. Beyond the high-quality tax preparation work they do every year for dozens of our entities, they have provided creative solutions to very complex tax issues in our real estate transactions. They are very professional, attentive and client focused.

— Jay Kerner, USR Partners

I have worked with Cerity Partners (formerly FBD) for over 10 years. Their accounting services and tax and trust advice have been top notch. Their care is high-level, and response is fast. Their network of other professional contacts has been invaluable. Their advice and counsel finding solutions to challenging issues is second to none.

— Jeff Lotman, Global Icons

Cerity Partners (formerly FBD) has been handling the business’ financial statement compilation and tax matters, as well as the principals’ personal returns, for more than 8 years. Throughout that time, we have received a high-level of service and the company’s staff members are always knowledgeable and helpful. Steve and Theresa have guided us through many complicated tax and estate planning structures and ensure we are up to date on changes to tax and corporate reporting laws. What is possibly more important, the staff members working on our account are extremely responsive and reachable by phone and email.

— Loren Borstein, President of Borstein Enterprises

In the ten plus years we’ve worked with Josh Diamond and the team at Cerity Partners (formerly FBD), we’ve never gotten a bad or wrong answer from the firm. The firm's deep knowledge, flawless execution, and responsiveness has saved us valuable time and money.

— Max Sharkansky, Managing Partner Trion Properties

We are a real estate and investment firm that has been with Cerity Partners (formerly FBD) for 20 years. They have proven to be reliable, informative, accessible, friendly, trustworthy advisors. Cerity Partners (formerly FBD) has helped us navigate different avenues, exchanges, purchases and acquisitions. Their efforts have successfully taken our company to the next level.

— Michael Farahnik, EVP of Leasing and Risk Management, StarPoint Properties

Cerity Partners (formerly FBD) have been our accountants for 35+ years. Industrial Real Estate management is complex and has many layers from the property management level down to the partners invested. Cerity Partners (formerly FBD) has expertly handled property/personal financial statements, tax returns, and multiple estate tax returns over the years. I give them a five-star rating.

— Patricia Silverman, President, The Leaverton Company

For over 15 years, Cerity Partners (formerly FBD) has proven to be so much more than accountants in the way they analyze the business side of the transaction while also analyzing the financial and tax ramifications. They handle multi-million and even billion-dollar real estate portfolios and deliver the highest level of professional advice. We value their opinion when analyzing our client’s investment opportunities.

— Skip Kessler, Partner, Greenberg Glusker, LLP

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

These testimonials were provided by current clients of Cerity Partners at the request of the firm. Neither Cerity Partners nor any of its affiliates have provided direct or indirect compensation or other benefits for the views expressed herein. Nor does Cerity Partners believe any conflict of interest, material or otherwise, was created or otherwise influenced by the opinions expressed. The views expressed are each client's own, may not be representative of the experiences of other clients, and should not be interpreted as a guarantee of future performance, success, or satisfaction of the services provided by Cerity Partners. For more information about Cerity Partners, please contact us.

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Your Trusted Financial Partner Awaits

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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

Call us to Schedule: (818) 783-7140

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!

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Cerity Partners LLC ("Cerity Partners") is an SEC-registered investment adviser with offices across the United States. "Cerity Partners Tax, Accounting, and Advisory Services" is the brand name under which Cerity Partners and its subsidiary entities provide professional services related to tax. Cerity Partners and its subsidiary entities provide wealth and investment management, tax and other business consulting services to their clients. Cerity Partners and its subsidiary entities are not licensed CPA firms. Registration as an investment adviser does not imply any level of skill or training. 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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