Citrin Cooperman

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Citrin Cooperman Starting January 10, 2022, all partners, employees, contractors, and guests visiting a Citrin Cooper

"Citrin Cooperman” is the brand name under which Citrin Cooperman Advisors LLC and Citrin Cooperman & Company, LLP, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Citrin Cooperman & Company, LLP is a licensed CPA firm that provides attest services, and Citrin Cooperman Advisors LLC and its subsidiary entities provide tax, advisory, and business consulting services. Citrin Cooperman Advisors LLC and its subsidiary entities are not licensed CPA firms. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.

Citrin Cooperman is proud a sponsor of the 11th Annual LPGP Connect Private Debt conference in Chicago on Wednesday, Oct...
10/16/2026

Citrin Cooperman is proud a sponsor of the 11th Annual LPGP Connect Private Debt conference in Chicago on Wednesday, October 21.

Mark Emrich, managing director and Portfolio Valuation Industry Practice leader, will moderate “Direct Lending Evolved: Spread Compression, Sponsored vs. Non-Sponsored & the Lower Middle Market” at 11:35 am.

The panel will look at how spread compression is reshaping underwriting standards and covenant protection, how direct lenders are positioning portfolios across the lower middle market, upper middle market, and non-sponsored segments, and where managers are walking away from deals despite attractive headline yields.
Ajay Mishra, partner, will also be on site. Stop by our table to connect!

Learn more about the event: https://www.lpgpconnect.com/events/11th-annual-private-debt-chicago

Many high-income earners assume Roth IRA opportunities are out of reach, but the backdoor Roth strategy may open the doo...
10/16/2026

Many high-income earners assume Roth IRA opportunities are out of reach, but the backdoor Roth strategy may open the door to valuable tax-free growth. Before making a move, it’s important to understand the IRS pro-rata rule and the potential tax implications that could turn a planned tax-free conversion into an unexpected tax bill.

Learn more: https://www.citrincooperman.com/In-Focus-Resource-Center/Understanding-Roth-IRAs-for-High-Earners-in-2026?utm_source=Facebook&utm_medium=Social&utm_campaign=Social26

John Anastasio

Has your business outgrown QuickBooks?If your finance team is spending more time managing spreadsheets, consolidating en...
10/16/2026

Has your business outgrown QuickBooks?

If your finance team is spending more time managing spreadsheets, consolidating entities, and producing reports than analyzing results, it may be time to evaluate what's next.

Learn the five common signs that growing organizations encounter as financial complexity increases and how Intuit Enterprise Suite can help support the next stage of growth: https://www.citrincooperman.com/In-Focus-Resource-Center/5-Signs-Your-Business-May-Be-Ready-for-the-Next-Step-After-QuickBooks?utm_source=Facebook&utm_medium=Social&utm_campaign=Social26

How much software is your organization paying for that is redundant, overlapping, or underused? Join Citrin Cooperman Pa...
10/15/2026

How much software is your organization paying for that is redundant, overlapping, or underused?

Join Citrin Cooperman Partners Shahrooz Shams and Jory Weissman on Thursday, October 22, for Cut the Software Sprawl: How Finance Leaders Reduce Costs and Simplify Operations (CPE).

Learn how finance leaders can uncover hidden software costs, reduce unnecessary integrations and manual work, leverage capabilities they already own, and prioritize consolidation opportunities.

Register here: https://register.gotowebinar.com/register/5982128764509666137/?source=CITRIN

Law firms have long funded growth through retained earnings and partner capital. That model is starting to change. Risin...
10/15/2026

Law firms have long funded growth through retained earnings and partner capital. That model is starting to change. Rising technology costs, competition for talent, and new sources of outside capital are leading more firms to rethink how they are structured.

In our latest article, John Fitzgerald, partner and co-leader of our Law Firms Industry Practice, covers:
🔹 How outside capital and MSOs are entering the legal market
🔹 Where litigation funding fits
🔹 How equity-based incentives change partner economics
🔹 What drives law firm valuations

Read the full article: https://www.citrincooperman.com/In-Focus-Resource-Center/Capital-Technology-and-the-Future-of-Partnership-Models?utm_source=Facebook&utm_medium=Social&utm_campaign=Social26

Join us on Wednesday, November 4, for a live Controllers Council webinar focused on helping growing companies move to Ne...
10/15/2026

Join us on Wednesday, November 4, for a live Controllers Council webinar focused on helping growing companies move to NetSuite in under 90 days.

Partners Jory Weissman and Fara Panah will introduce NetSuite Now!, a streamlined, phased implementation approach designed to accelerate time to value.

Learn how to avoid common ERP implementation pitfalls, understand the risks of staying on an outdated system, and build a realistic roadmap to go live in Q1 2027.

Register now: https://register.gotowebinar.com/register/3772997699055126102/?source=CITRIN

We're proud to announce a new strategic alliance between Citrin Cooperman and Michael Best.The collaboration brings toge...
10/15/2026

We're proud to announce a new strategic alliance between Citrin Cooperman and Michael Best.

The collaboration brings together Michael Best's Best LuminEdge™ patent and IP intelligence platform with Citrin Cooperman Advisors LLC's Management Consulting practice to help middle-market companies and private equity investors integrate intellectual property strategy into business growth, transaction planning, and value creation initiatives.

From IP-informed growth strategies to integrated commercial and IP diligence, the alliance provides a more comprehensive approach to evaluating opportunities and driving long-term enterprise value.

Read the full announcement: https://www.citrincooperman.com/In-Focus-Resource-Center/Michael-Best-and-Citrin-Cooperman-Announce-Strategic-Alliance?utm_source=Facebook&utm_medium=Social&utm_campaign=Social26

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50 Rockefeller Plaza
New York, NY
10020

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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