Experience
Fernando Moreno is a partner in Citrin Cooperman’s Tax Practice. He is based out of the firm’s New York City office and has over 13 years of experience in the asset wealth management industry. Fernando provides a range of tax advisory and compliance services for hedge funds, private equity, and alternative investment clients.
Fernando has significant experience in the areas of partnership and corporate taxation, with extensive knowledge of hedge fund and private equity structures, operations, and investment products.
During his time at a distressed debt fund, he oversaw the tax compliance function of the hedge fund and advised the front office analysts on various ad-hoc projects including analyzing the tax implications of investing in new foreign jurisdictions, as well as the review of distressed debt positions, debt modifications, and re-organizations.
Fernando has experience in federal, foreign, and state and local jurisdictions. He has been involved in formation planning for funds, limited partners, general partners, and management companies, including structure planning and mitigation from effectively connected income (ECI) and unrelated business taxable income (UBTI) with the use of U.S./Cayman blockers and special purpose vehicles.
Prior to joining Citrin Cooperman, Fernando was a tax senior manager at a $30B distressed debt fund located in Greenwich, Connecticut. In addition, Fernando spent the majority of his tax career with Big Four firms.
CREDENTIALS
Education
Bachelor of Science in Accounting, University of Florida
Master of Science in Accounting, University of Florida
Licenses
Certified Public Accountant in the States of New York, Florida, and Connecticut
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
WORK-LIFE BALANCE
Community Involvement
Fernando is a supporter of the New Canaan Community Foundation, which focuses on providing grants and assistance to various charitable organizations in the Connecticut area.
Outside the Office
Fernando resides in New Canaan, Connecticut with his wife and three sons. Their weekends are usually filled with sporting activities (hockey, t-ball, and flag football). As a family, they enjoy traveling to new places every year. In his free time, Fernando enjoys being creative in the kitchen, experimenting with new foods and recipe ideas.
Get in touch with Fernando Moreno today.
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Be reliable, attentive, and considerate of your client’s and your people’s needs, and success will follow.
Get in touch with Fernando Moreno today.
Fill out the form below to get in direct contact with Fernando Moreno and start your personalized consultation journey.