SPECIALISTS

Stephen Lee

Partner, Citrin Cooperman Advisors LLC

Experience

Steve Lee is a tax partner in Citrin Cooperman’s West Los Angeles office. He has over 27 years of professional tax experience in public accounting, providing tax consulting and compliance services to public and private real estate companies and private equity firms.

Steve’s tax expertise includes partnership and corporate taxation. He serves and supports his clients through all phases of an entity’s lifecycle: structuring, acquisitions, operations, and dispositions. Steve has extensive experience with REITs, real estate funds, leveraged buyout funds, growth equity funds, special debt funds, and management companies.

Prior to joining Citrin Cooperman, Steve spent 15 years with Ernst and Young’s Financial Services Real Estate tax practice, and over 7 years with PwC’s Financial Services Real Estate tax practice. During his time there, he was the engagement partner on 2 Fortune 500 Public REITs and several private REITs and real estate funds across multiple real estate sectors.

CREDENTIALS

Education

Bachelor’s in Accounting, University of Detroit Mercy

Master’s in Taxation, Walsh College

Licenses

Certified Public Accountant in the State of California

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, National Association of Real Estate Investment Trusts (NAREIT)

Presentations & Publications

Stephen has led multiple technical trainings on Partnership Taxation and Taxation of REITs.

WORK-LIFE BALANCE

Outside the office

Steve enjoys traveling, gardening, and spending time with family and friends.

Get in touch with Stephen Lee today.

Fill out the form below to get in direct contact with Stephen Lee and start your personalized consultation journey.

By your submission of information in this form, you are consenting to our collection, use, processing and storage of your information in accordance with Citrin Cooperman’s privacy policy. If you have questions regarding our use of your information, please send an e-mail to privacy@citrincooperman.com

Work hard, be honest, be kind, and amazing things will happen.

Get in touch with Stephen Lee today.

Fill out the form below to get in direct contact with Stephen Lee and start your personalized consultation journey.

By your submission of information in this form, you are consenting to our collection, use, processing and storage of your information in accordance with Citrin Cooperman’s privacy policy. If you have questions regarding our use of your information, please send an e-mail to privacy@citrincooperman.com

Home Office