SPECIALISTS

David S. Untracht

Partner, Citrin Cooperman Advisors LLC

Experience

David is a tax partner at Citrin Cooperman. He has over 40 years of experience in public accounting and provides strategic and transactional tax and business advisory services, as well as tax controversy representation to a diverse group of clients including hedge funds, alternative investment managers, closely held and entrepreneurial businesses, and high net worth individuals and their families. David is a co-founder of Untracht Early, which joined Citrin Cooperman in 2022.

He is broadly experienced in all areas of tax, but particularly in the alternative investment market. Equally adept at working with prominent management companies and start-ups, he leverages his active involvement and day-to-day dealings in the alternative investment market to offer an informed perspective on the challenges and opportunities clients may face. He provides sophisticated and proactive tax planning and advisory services to clients ranging from management companies to funds and their principals. He consults on matters relating to taxation of financial instruments and the taxation and organizational structure of alternative investment entities including hedge funds, funds of funds, and private equity funds. David works closely with clients on matters of business planning and strategy, transaction structuring, and due diligence.

CREDENTIALS

Education

Bachelor of Arts in Political Science and Economics, with a concentration in Accounting, Rutgers University

Master of Business Administration in Accounting and Management Theory, Seton Hall University

Master of Science in Taxation, Seton Hall University

Licenses

Certified Public Accountant in the States of New Jersey and New York

Affiliations

Member, New York State Society of Certified Public Accountants (NYSSCPA)

  • Committee Member, Financial Instruments and Transactions Committee

Member, General Practice and Tax Sections of the American Institute of Certified Public Accountants (AICPA)

Member, Wall Street Tax Association

Member, New Jersey Society of Certified Public Accountants

Honors & Awards

Power 50 in Accounting, NJBIZ (2024, 2023)

David was honored as a J.H. Cohn award nominee when he became a licensed CPA in New Jersey by virtue of having passed all parts of the Uniform CPA Exam at an initial sitting and obtaining one of the five highest exam scores in the state.

Presentations & Publications

David is a frequent presenter at tax seminars sponsored by professional organizations including the Wall Street Tax Association and the Foundation of Accounting Education of the NYSSCPA.

Get in touch with David S. Untracht today.

Fill out the form below to get in direct contact with David S. Untracht and start your personalized consultation journey.

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Get in touch with David S. Untracht today.

Fill out the form below to get in direct contact with David S. Untracht and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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