Focus on what counts

Heather M. Oboda, CPA, MBA

Partner

hoboda@citrincooperman.com
Education

Bachelor of Business Administration in Public Accounting, Pace University

Masters of Business Administration in Public Accounting and Finance, Pace University

Licenses

Certified Public Accountant in the State of New York

“Knowing that sometimes Simple Trusts are Complex and Complex Trusts are Simple.”

Heather Oboda is a tax partner with nearly two decades of experience in public accounting. With a focus in trust and estates, Heather provides tax, financial, estate, and succession planning. She specializes in coordinating family group returns, including their entities, trusts, and private foundations, in addition to their personal returns. Her clients include trusts and estates, high net worth individuals, closely-held businesses. She is an active member of the firm’s Trusts and Estates Practice.

Experience

Heather has a well-rounded background due to her experience working at firms that has exposed her to all aspects of engagements, including bookkeeping and attest work (401k and not-for-profit audits). She has significant tax experience, working with corporate, partnership, S-Corp, trusts, and individual returns, awarding her with an in-depth understanding of the engagement and her client’s transactions.

Heather began her career in public accounting in 2000 and has hit the ground running since. Prior to joining Citrin Cooperman, she was with EZKR, a portion of which joined Citrin Cooperman in 2011.

Education & Licenses
Education

Bachelor of Business Administration in Public Accounting, Pace University

Masters of Business Administration in Public Accounting and Finance, Pace University

Licenses

Certified Public Accountant in the State of New York

Honors & Awards

National Estate Planning Conference Scholarship recipient from Hudson Valley Estate Planning Council

Business Council of Westchester’s Rising Stars “40 Under 40” (2016)

President’s Award, NYSSCPA Westchester (2014)

2 Chapter Appreciation Awards from NYSSCPA Westchester Chapter

Presentations & Publications

Heather most recently presented at the 2014 NYSSCPA Westchester Chapter Estate Planning Conference.

Affiliations

Board Member, Estate Planning Council of Westchester County (EPCWC)

Member, Hudson Valley Estate Planning Council (HVEPC)

Committee Member, Logistics, Hudson Valley Estate Planning Council (HVEPC) Estate Planning Day

Member, “40 Under 40” Business Council of Westchester

New York State Society of Certified Public Accountants (NYSSCPA)

  • Vice President Westchester Chapter
  • Member, Trust Administration Committee
  • Member of Estate and Trust Committee
  • Member of Estate Tax Statewide Committee
  • Former Chair of Next Gen /Young CPA Committee Westchester Chapter
  • Advisor to Next Gen /Young CPA Committee Westchester Chapter
  • Co-Chair of the Recruitment Night Westchester Chapter
  • Member of the Young CPA Statewide Committee
  • COAP Instructor Westchester Chapter
  • Previous Secretary Westchester Chapter
  • Previously Treasurer Westchester Chapter

Participant, Westchester Business Council Starpower Leadership Development Program

Community Involvement

Heather is part of the corporate team that participates in annual Corporate Fun Runs, which benefits Blythedale Children’s Hospital, Swim Across America, and other community not-for-profit organizations. She has organized wine tastings to benefit Blythedale Children’s Hospital. In addition, she has organized the NYSSCPA Westchester Chapter’s Annual Recruitment Night for College Students from 2008-2016, adding a mock interview component. She also initiated annual corporate volunteering and food drives at the Food Bank for Westchester. She had participated in Dancing with the Rising Stars to benefit The Port Chester Carver Center.

Outside The Office

When Heather isn’t working towards being the most awesome aunt ever, she enjoys the outdoors and hiking.

“Knowing that sometimes Simple Trusts are Complex and Complex Trusts are Simple.”