Resources & Affiliations
Citrin Cooperman has several divisions and resources that allow us to better serve our clients and enhance our global reach.
Every day, we help our clients manage their wealth and insurance policies, comply with SEC regulations, navigate state and local tax laws, and do business across the globe.
Citrin Cooperman Wealth Management, LP (CCWM) offers clients in-depth and independent personal financial planning and fee-based investment advisory services. The team of in-house experts not only recommends financial, estate, and investment strategies and solutions, but also works directly with a client’s legal and tax advisors to implement the plan and oversee ongoing administration.
SEC Solutions Group, LLC is a boutique advisory group serving small to mid-sized private and public companies including venture capital funded companies, those preparing to go public, and companies preparing for/undergoing a merger or acquisition. Services include transactional assistance, business plans, financial modeling and investor presentations, high-level technical accounting, and disclosure expertise – all with a specialty in SEC financial reporting. SEC Solutions works to “bridge the gap” between auditors and public companies – solving problems, identifying solutions, and providing guidance in emergency financial situations.
SALT Link provides state and local tax (“SALT”) consulting focused on assisting individuals and businesses navigate the complexities of ever-changing state tax laws. SALT Link's main areas of concentration are New York, New Jersey, and Connecticut income/franchise taxes, sales and use taxes, and unclaimed property for both individuals and companies. In addition, the firm has extensive experience in multi-state taxes, having many clients who operate in states outside the tri-state area.
Complying with the regulations, laws, and policies of the different countries you do business with takes tremendous effort. No individual firm will have all the answers once they step out of the geographic region or areas of expertise. That's why Citrin Cooperman is an independent firm associated with the North American region of Moore Stephens International Limited.
This global association consists of more than 330 independent accounting and consulting firms with nearly 650 offices in more than 90 countries. One call from Citrin Cooperman will put you in touch with knowledgeable professionals in the local market you are doing business with; these accountants provide the personalized attention you expect and comply with the quality and service standards demanded by Citrin Cooperman. As a result, you'll benefit from collective intellectual capital that reaches beyond national borders into the global market.
To get started, please contact MSNA International Liaison, Mark Fagan, by e-mail at mfagan@citrincooperman.com or by phone at (914) 949-2990.
