EisnerAmper LLP announces that Scott E. Testa has joined the firm as a partner in its Personal Wealth Advisors (PWA) Group.
Scott has more than 25 years of experience providing comprehensive tax, trust, estate, financial, retirement and philanthropic planning for high net worth individuals and corporate executives. He also has expertise in stock option planning and business succession planning. He has regular interaction with clients, attorneys, client business advisors and IRS representatives.
He is well versed in various estate planning strategies, such as grantor retained annuity trusts, family limited partnerships, qualified personal residence trusts, life insurance trusts, charitable trusts and annual gifting strategies, including Crummey trusts for minors.
“We’re thrilled that Scott has joined EisnerAmper,” said Timothy Speiss, Co-Leader of the firm’s Personal Wealth Advisors Group. “His trust and estate knowledge is among the best in the profession. With Scott’s arrival and expertise, his addition will cement EisnerAmper as a leading trust and estate advisor to our clients along with the PWA practice’s continued prominence in the U.S.”
Scott, who will be based at EisnerAmper’s New Jersey office, has a B.S. in Accounting from Rutgers University and a J.D. from Seton Hall University. He is a member of the American Institute of CPAs and has provided thought leadership to a variety of media, such as The New York Times.