Ira M. Rubenstein

CPA, CFP, PFS, Principal Principal-in-Charge, New York and Valhalla

Ira M. Rubenstein, CPA, CFP, PFS, Principal
Ira M. Rubenstein, CPA, CFP, PFS, is a principal in the Tax and Accounting Department at MBAF-ERE CPAs, LLC (MBAF ERE), a division of Morrison, Brown, Argiz & Farra, LLC. Ira is the principal-in-charge of the New York and Valhalla offices. He has been in the public accounting practice for more than 35 years.

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 ERE’s 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.

Affiliations

Professional

  • American Institute of Certified Public Accountants
  • New York State Society of Certified Public Accountants
  • Estate Planning Council of Westchester County

Civic

  • Baruch Alumni Association

Education

  • Baruch College - Master of Science in Taxation
  • CW Post College - Bachelor of Science in Accounting, Cum Laude