Lisa Osofsky
Private Client Services

Lisa, a licensed CPA in New York and New Jersey, serves as the trusted advisor to many successful individuals, entrepreneurs, and family groups. She specializes in assisting with income taxation, estate and gift strategies, and integrated financial planning. Lisa holds the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA) and is licensed as a Certified Financial Planner (CFP). A founding member of WeiserMazars’ Tax Practice Board, Lisa currently serves on several firm leadership teams, including leading the Private Client Services practice and the firm’s Partner Performance Committee.

Lisa received her BS in Accounting, summa cum laude, from the University of Hartford and received her MS in Taxation from Seton Hall University. Lisa has been quoted by The Wall Street Journal, Money, Forbes, BusinessWeek and many other business and professional publications. She teaches on various topics regarding financial planning and tax issues and has had many professional and technical articles published in financial journals and newsletters. Lisa is currently affiliated with The Financial Planning Association, New York Philanthropic Advisors Network, New Jersey Society of Certified Public Accountants, and the American Institute of Certified Public Accountants.

Industry Expertise

  • Private Client Services

Service Specialties

  • Individual Taxation
  • Estate and Gift Planning
  • Family Business
  • Succession Planning
  • Personal Financial Planning
  • Tax Planning and Compliance

Licenses & Certifications

  • Certified Public Accountant, New Jersey
  • Certified Public Accountant, New York
  • Certified Financial Planner, Certified Financial Planner Board
  • Personal Financial Specialist, American Institute of Certified
  • Public Accountants

Jeffrey I. Lieberman
Managing Director

Jeffrey I. Lieberman, CPA/RIA/ABV has been advising high net worth individuals and their families on accounting and financial matters for more than twenty years. He is a Certified Public Accountant in New Jersey and New York and holds a number of credentials including as a Registered Investment Advisor (RIA) and is Accredited in Business Valuation (ABV).

He provides broad services to his clientele including estate planning, tax planning, business sales/purchases of small and medium sized businesses, trust administration/planning, and consulting with other financial services firms such as brokerage firms and insurance companies.

He is the managing director of Weinberg, Lieberman & Co., a full services general accounting firm that has practice groups in taxation, accounting, auditing, and business valuation.

He has been appointed as trustee or administrator in a variety of contexts for assets worth tens millions of dollars and is regularly court appointed as a financial expert. He is a member of an international consortium of financial and legal professionals advising clients throughout Europe and the United States.

Mr. Lieberman is an active member of the American Institute of Certified Professional Accountants (AICPA) and is Accredited in Business Valuations (ABV), Certified in Financial Forensics (CFF), is a Certified Information Technology Professional (CITP), and a Certified Chartered Global Management Accountant (CGMA). He received his B.S. accounting from the University of Maryland in 1985.