Focus on what counts

Barbara Lane

Consultant, Citrin Cooperman Advisors LLC

blane@citrincooperman.com
Education

Bachelor’s Degree in Accounting, Magna Cum Laude, Queens College of the City University of New York

Master of Science in Taxation, C.W. Post, Long Island University

Licenses

Certified Public Accountant in the State of New York

"My philosophy is to take as much interest in my client's financial affairs as I would in my own. This has lead to long relationships with my clients and success for all of us."

Barbara Lane is a consultant with over 35 years of experience providing tax compliance, planning, reporting, and representation services.

Experience

Barbara’s clients include trusts and estates, high net worth individuals, closely-held businesses, and not-for-profits. As a tax specialist, Barbara devotes a substantial amount of her practice to providing clients with expert guidance in the areas of compliance, planning, and trusts and estates. She helps clients grow and preserve their wealth through various tax-efficient strategies, as well as plan for the future through gifting and succession programs.

For her clients in the not-for-profit sector, Barbara brings a wealth of knowledge to the complex tax compliance and reporting guidelines associated with this industry. She works closely with clients to help ensure that they maintain their status and act within regulation.

Previously, Barbara worked for Robbins Greene Horowitz Lester & Company, which joined Citrin Cooperman in 1997.

Education & Licenses
Education

Bachelor’s Degree in Accounting, Magna Cum Laude, Queens College of the City University of New York

Master of Science in Taxation, C.W. Post, Long Island University

Licenses

Certified Public Accountant in the State of New York

Presentations & Publications

Barbara is often engaged to lecture, most recently for the New York State Society of Certified Public Accountants (NYSSCPA) and the Estate Planning Council of Westchester County, among other organizations.  She has also led two of the firm’s seminar series for the local community, Driving Your Business.

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

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

Member, Westchester Estate Planning Council

Instructor, Citrin Cooperman’s Continuing Education Program

"My philosophy is to take as much interest in my client's financial affairs as I would in my own. This has lead to long relationships with my clients and success for all of us."