Business Details
Trusted Accounting & Advisory Services in Encino, CA
Fishman Block + Diamond by Cerity Partners is an independent, full-service accounting and advisory firm dedicated to delivering innovative solutions for high-net-worth clients. With deep expertise in real estate, multi-generational wealth transfer planning, family offices, and business management, we prioritize personalized service, responsiveness, and end-to-end integrity. Our team combines decades of experience with advanced technology to optimize financial outcomes, ensure compliance, and foster long-term client success.We specialize in tax planning, estate administration, and strategic advisory services tailored to complex financial landscapes. Our commitment to excellence is reflected in our low partner turnover, continuous education, and a client-first approach that emphasizes trust and collaboration. By staying ahead of industry trends and regulatory changes, we empower clients to make informed decisions and achieve sustainable growth.
Services
Income Tax Planning
Trust & Estate Tax Compliance
Wealth Transfer Planning
Real Estate Tax Services
Business Advisory
Highlights and features
- Over 40 years of experience in accounting and tax advisory services.
- Specialized expertise in real estate, estate planning, and wealth transfer.
- Personalized service with a team of certified professionals.
- Proven track record with high-net-worth clients and complex portfolios.
- Collaborative approach integrating tax, legal, and financial planning.
Associations and certifications
- AICPA
What people say
Expert, trusted advice
Creative solutions
High-level guidance
Phenomenally responsive
Proven track record
Services
Income Tax Planning
We optimize tax positions through strategic planning and projections tailored to closely-held businesses and high-net-worth entrepreneurs. Our team leverages advanced software and continuous education to address federal, state, and multi-state tax complexities. Clients receive proactive recommendations to minimize liabilities and avoid surprises through timely filings and personalized guidance.
Trust & Estate Tax Compliance
Specializing in complex trust, gift, and estate tax returns, we assist with administration, trust funding, and appraisal sourcing. Our expertise includes irrevocable trusts, charitable foundations, and multi-generational planning. We ensure compliance with evolving regulations while safeguarding client assets and intentions across generations.
Multi-Generational Wealth Transfer
We design strategies to transfer assets efficiently, minimizing estate and generation-skipping taxes. Services include family limited partnerships, LLCs, and irrevocable trusts. Our approach balances protection from creditors with controlled access for beneficiaries, ensuring long-term legacy preservation aligned with client goals.
Real Estate Tax Planning
We structure real estate investments for tax efficiency, including entity selection, 1031 exchanges, and depreciation maximization. Our team advises on partnership agreements, opportunity zones, and debt forgiveness strategies. Clients benefit from tailored solutions addressing acquisition, management, and disposition complexities.
Business Advisory
We provide strategic advisory services for mergers, acquisitions, and operational efficiency. Our expertise includes internal controls, compensation design, and litigation support. By integrating financial reporting and risk management, we help businesses enhance profitability and navigate complex regulatory environments.
People
Steven J. Fishman
CPA, Partner
With over 40 years of experience, Steven specializes in tax and real estate planning. He leads client relationships with a focus on innovation and integrity, guiding high-net-worth individuals through complex financial strategies.
Gary Diamond
CPA, Partner
Gary offers expertise in tax advisory and estate planning, serving clients for 25+ years. His collaborative approach ensures tailored solutions for real estate and business management needs.
Josh Diamond
CPA, Partner
Josh specializes in tax compliance and wealth transfer planning. Known for responsiveness and technical precision, he supports clients with multi-entity structures and cross-border tax challenges.
Theresa Haney
CPA, Partner
Theresa focuses on tax planning and compliance for high-net-worth clients. Her expertise includes charitable trusts and multi-generational strategies, ensuring alignment with long-term financial goals.
Andrew Anastasi
CPA, Partner
Andrew advises on business entity planning and real estate transactions. He combines technical knowledge with client-centric service to address evolving tax and operational challenges.
Questions
What accounting services do you offer?
We provide tax planning, trust and estate compliance, real estate tax strategies, business advisory services, and multi-generational wealth transfer planning.
Do you specialize in real estate accounting?
Yes, we focus on real estate tax planning, entity structuring, 1031 exchanges, and partnership taxation for developers and investors.
How do you support high-net-worth clients?
We offer tailored tax, estate, and financial planning services, including asset protection, charitable trusts, and legacy preservation strategies.
What areas do you serve?
Primarily California, with a focus on Encino and surrounding regions, serving clients nationwide through virtual collaboration.
Can you assist with business succession planning?
Yes, we design succession strategies integrating tax efficiency, ownership transitions, and family governance structures.
Reviews (5)
Heather Wiley
May 17, 2022
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Our entire family really loves this church. There is truly something for every age to be a part of, all you have to do is choose to plug in. Pastor Jeff is incredibly knowledgeable of God's word and a wonderful leader of this church! Lots of awesome people at FBCO!
Q. M.
Feb 15, 2022
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It's better to give than receive no matter what the situation may be people was friendly also the pastor
Mary Charlot
Dec 28, 2021
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The chapel was really nice. Accommodated the assembly and thoroughly enjoyed the message from the pulpit.
Sandy Flores
Dec 23, 2021
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First time there. Friendly people. So much fun listening to Christmas Carroll's and watching everyone enjoying themselves. Nice evening. Thanks First Baptist Church.
Randy Silver
May 24, 2021
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Fantastic church in the Auburn area. Great music and singing. Teaching was great. Very friendly place to worship and join others to learn about and worship Jesus. Casual dress and all felt welcome to the place. A great place to visit and attend.
