SPECIALISTS

Melissa Abbott

Partner, Citrin Cooperman Advisors LLC

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Experience

Melissa Abbott is a tax partner with more than 20 years of professional experience advising on tax compliance and multi-generational planning for trusts and estates, private foundations, and high net worth individuals and families. She performs detailed research and analysis of complex tax issues relating to fiduciary income, estate, and gift tax.

Melissa’s areas of specialization include providing state residency and IRS audit defense, responding to government inquiries regarding trust, estate, and gift tax issues, advising on the use of IDGTs, GRATs, CRTs, and FLLCs in estate planning, developing postmortem tax planning for estates, and advising on the impact of pending tax law changes. She also helps her clients with succession planning for their closely held businesses.

Prior to joining Citrin Cooperman, Melissa was a tax partner at Berdon LLP, which joined the firm in 2023.

CREDENTIALS

Education

Bachelor of Business Administration, Magna Cum Laude, University of Wisconsin - Whitewater

Juris Doctor, University of Wisconsin Law School

Licenses

Certified Public Accountant in the State of New York

Certified Public Accountant in the State of Wisconsin

Admitted to the State Bar of Wisconsin

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, Estate Planning Council of New York City (EPCNYC)

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

  • Estate Planning Committee
  • Trust and Estate Administration Committee

Honors & Awards

2022 Notable Leaders in Advertising, Marketing, and PR, Crain's New York Business

Presentations & Publications

"Formula Marital Deduction Clause Not a Guaranteed Estate Tax Shelter," The Tax Adviser, October 1, 2012

WORK-LIFE BALANCE

Outside the Office

Melissa holds a black belt in the Korean martial art of Soo Bahk Do. In addition to her own training, she enjoys teaching both children and adults.

Get in touch with Melissa Abbott today.

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

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Get in touch with Melissa Abbott today.

Fill out the form below to get in direct contact with Melissa Abbott 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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icon NEW YORK: T: (212) 697-1000