SPECIALISTS

Mary T. D. Delman

Partner, Citrin Cooperman Advisors LLC

Experience

Mary Delman is a tax principal with nearly two decades of experience in public accounting. Mary specializes in all facets of wealth transfer planning, including estate, gift and generation-skipping transfer tax planning, charitable planning, fiduciary income taxes, foreign trust reporting, cross-border planning, and business succession planning. Her clients include high net worth individuals and corporate executives across various industries.

The scope of Mary's current work includes all phases of estate and gift tax planning, including advising multinational high net worth individuals and trustees, and advising closely-held business owners regarding wealth preservation strategies.

Prior to joining Citrin Cooperman, Mary was most recently a director of personal finance services at PricewaterhouseCoopers. 

CREDENTIALS

Education

Bachelor of Science in Business, Skidmore College

Juris Doctor, New York Law School

Admitted to the New York Bar

Affiliations

Member, American Bar Association

Member, New York State Bar Association

Member, New York City Bar Association

WORK-LIFE BALANCE

Alumni Volunteer, Skidmore Fund, Skidmore College

Previous PTA Treasurer, William S Covert Elementary School

 

Get in touch with Mary T. D. Delman today.

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My goal is to be an integral part of a client’s planning and decision making process and to be their trusted advisor.

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Get in touch with Mary T. D. Delman today.

Fill out the form below to get in direct contact with Mary T. D. Delman and start your personalized consultation journey.

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