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
Did you know that starting in 2018, US shareholders face a new US tax on the annual active earnings of certain foreign corporations, whether or not the earnings are distributed? This is known as the tax on Global Intangible Low-taxed Income (“GIL ...
Driving financial strategies to improve profits, keep costs down, and generate a fluent cash flow is no easy task for any chief financial officer (CFO). Thankfully, there are modern financial management solutions that make their work easier. Sage Int ...
The role of the finance department is essential to any enterprise; managing assets such as cash, accounts receivables, and stocks. That’s why any delay, inconsistency, or error in reporting is considered critical. To prevent the business from s ...