Ira M. Rubenstein, CPA, CFP, PFS, is a principal in the Tax and Accounting Department at MBAF, and served as the Managing Principal of the New York region until July 1, 2017. Ira continues to be actively involved in the firm’s leadership and client service, and acts as Chairman of MBAF’s Northeast practice.
Ira works with closely held businesses, high net worth individuals and family groups on tax planning and financial matters. Ira works with clients providing strategic and object advice to help them grow and preserve their wealth. His complete understanding of intricate tax regulations that govern financial planning matters allows him to help clients make financial decisions appropriate to their unique situation.
Ira was a founding partner of MBAF CPAs predecessor firm ERE LLP (formerly known as Ellenbogen Rubenstein Eisdorfer & Co., LLP). He was responsible for establishing ERE Financial Services, a related group whose services encompassed financial, retirement, insurance, education, investment and asset allocation planning.
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Estate Planning Council of Westchester County
Baruch Alumni Association
Baruch College – Master of Science in Taxation
CW Post College – Bachelor of Science in Accounting, Cum Laude
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