David Liptz Email & Phone Number
Principal @ Larson Gross CPAs & Consultants
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David Liptz Location
- Costa Mesa, CA, US
David Liptz Work
- Principal @ (January 2026 - Present)
- Full Service CPA Firm-Captive Insurance Specialist @ (March 2017 - Present)
- Partner @ HKG CPAS (January 2013 - Present)
- Full Service CPA Firm-Captive Insurance Specialist @ (January 1991 - January 2013)
David Liptz Education
- Cal State Fullerton, College of Business and Economics 1981-1986
- California State University, Fullerton
Bachelor's degree (Accounting and Finance)
David Liptz Skills
- Captives
- Tax
- Fraud Detection
- Auditing
- Enterprise Risk Management
- IRS
- Risk Assessment
- GAAP
- US GAAP
- Financial Planners
- Mergers & Acquisitions
- Estate Tax Planning
- Corporate Tax
- Restructuring
- Reinsurance
- Insurance
- Forensic Accounting
- Business Valuation
- Risk Management
- Investments
- Executive Management
- Tax Preparation
- Income Tax
- Partnership Taxation
- Sarbanes-Oxley Act
- Financial Analysis
- Corporate Governance
- Strategic Financial Planning
- Consulting
- Property & Casualty Insurance
- Tax Research
- Financial Risk
- General Insurance
- Financial Reporting
- CPA
- Accounting
- Internal Controls
- Fiduciary
- LLC
- Tax Accounting
- SEC filings
- High Net Worth Individuals
- Tax Advisory
- Estate Planning
- International Tax
- Tax Returns
- Internal Audit
- Small Business
- Exit Strategies
- Financial Services
- Property and Casualty Insurance
- Sarbanes Oxley Act
- Mergers and Acquisitions
David Liptz Summary
- David Liptz, based in Costa Mesa, CA, US, is currently a Principal at Larson Gross. David Liptz brings experience from previous roles at Liptz & Associates, CPA and HKG CPAS. David Liptz holds a 1981 - 1986 Cal State Fullerton, College of Business and Economics. With a robust skill set that includes Captives, Tax, Fraud Detection, Auditing, Enterprise Risk Management and more. David Liptz has 3 emails and 2 mobile phone numbers on RocketReach.
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