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Roberta Bernhardt, CPA
Partner
Roberta is adept at resolving domestic and international tax issues and has successfully guided many of her clients through succession planning and estate and trust planning. A partner in the White Plains office, she has over 25 years experience working with individuals and businesses, especially in the real estate area.
She frequently speaks on a variety of tax and accounting topics, including retirement and tax planning, and has lectured to the Association of the Bar of the City of New York, the Westchester County Women's Bar Association, and Westchester Community College's entrepreneurial program.
A leader in her community, Roberta has served on the board of directors of Sound Federal Bancorp, and is the financial advisor to the Doctors Cancer Foundation. She is a member of the Business Council of Westchester and the Westchester County Association, and is a past president of the Westchester chapter of the New York State Society of CPAs. She also is a member of the Real Estate division at Citrin Cooperman.