Rothstein Kass Hires Lisa Donn Sergi as Principal, International Tax Practice on West Coast

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Industry Veteran Brings Nearly Two Decades of International Tax Experience to Firm’s Beverly Hills Office

Rothstein Kass, a leading professional services provider to the financial services industry, today announced that Lisa Donn Sergi has joined the firm as a principal. She will also serve as the leader of the firm’s international tax practice on the West Coast. Ms. Sergi brings nearly two decades of tax and legal experience on domestic and international tax matters. She will work out of the firm’s Beverly Hills office.

In overseeing the firm’s West Coast international tax practice, Ms. Sergi will advise U.S.-based individuals, closely held businesses, entertainment companies and entertainers, private equity firms and venture capital funds on domestic and international tax matters across a broad range of transactions. Prior to joining Rothstein Kass, Ms. Sergi served as a tax director for WTAS LLC, and a tax lawyer for O’Melveny & Myers, where she specialized in international tax planning with a focus on closely held businesses, private equity and venture capital funds.

“Lisa is widely recognized as a top expert on international tax matters and her track record speaks for itself,” said Michael Oates, principal-in-charge of Rothstein Kass’ National Tax Practice. “But beyond her technical expertise, she brings the kind of attitude and dedication that is the perfect match for our firm’s culture. We’re confident Lisa will help grow our international tax practice through the strong relationships she’s cultivated throughout her career advising on major transactions in the alternative world.”

Ms. Sergi serves as a member of the local board for the American Friends of Hebrew University and is a national board trustee for the Hugh O’Brian Youth Leadership Foundation. Additionally, she has authored numerous papers exploring the tax implications of alternative transactions. Ms. Sergi has a Bachelor of Arts degree in Economics from Oberlin College and a Juris Doctorate with a concentration in business from the UCLA School of Law. She is an active member of the State Bar of California.

“Rothstein Kass’ commitment to forging deep client relationships, publishing industry-leading research and investing in top talent to broaden its breadth of expertise is what initially attracted me to this firm,” said Ms. Sergi. “But what truly sets Rothstein Kass apart is its collaborative and forward-thinking culture, which is unlike any other in this industry. I couldn’t be happier to join a team so intent on not only helping the firm and its clients achieve their goals, but moving the industry forward as well.”

About Rothstein Kass:
Founded in 1959, Rothstein Kass is a premier professional services firm serving privately-held and publicly-traded companies, as well as high-net-worth individuals and families. With more than 1,000 professionals, the firm provides accounting, advisory, auditing and tax services, as well as a full array of integrated services such as litigation and forensic consulting and concierge and tax accounting to clients across industry spectrums and in all stages of development. Rothstein Kass is widely recognized as a leader in the financial services space, consistently ranking among the top CPA firms serving the Hedge Fund, Private Equity, Venture Capital, Broker Dealer and Family Office segments.

At the core of Rothstein Kass’ remarkable success is a commitment to hiring, developing and retaining employees with the same entrepreneurial spirit that permeates the sophisticated business and financial services communities the firm serves.


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Kathleen O’Toole
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