Focus on what counts
Education

Bachelor of Science degree from the Charles H. Dyson School of Applied Economics and Management at Cornell University

Licenses

Certified Public Accountant in the State of New York

Industries

Jordan Epstein is a partner who has been with Citrin Cooperman for over ten years providing assurance and attestation, tax, and business consulting services to his clients. He primarily serves clients in the real estate industry, working directly with owners, operators, developers, and fund managers. He also provides business management services to high net worth individuals, family groups, and closely-held businesses.

Experience

Jordan provides a range of services in the areas of compliance, financing, budgeting, cash flow projections, and accounting-related matters to some of the country’s most successful real estate owners, developers, and fund managers on their residential and commercial real estate projects. He has advised his real estate clients on deal structuring and sourcing, real estate investment trust (“REIT”) compliance, carried interest projections, loan refinancing, and tax planning initiatives such as 1031 (like-kind) exchanges, cost segregation studies, and opportunity zone funds. 
 
Overall, Jordan relies on his attention to detail and risk prioritization to efficiently resolve client issues. He combines technical acumen and insight to take a proactive approach with his clients by focusing on preparation and strategic planning. All of this allows him to help provide superior client service.
 
Jordan is active in the firm’s Real Estate Committee.

Education & Licenses
Education

Bachelor of Science degree from the Charles H. Dyson School of Applied Economics and Management at Cornell University

Licenses

Certified Public Accountant in the State of New York

Honors & Awards

Jordan has been named among Rising Stars in Real Estate 2020 by Crain's New York Business. 

Presentations & Publications

The Next Phase in the Evolution of Real Estate Investment. Crain's New York Business. (October 26, 2020)

Young Jewish Professionals J. Michael Fried Deal Makers Conference  - New York, NY (January 21, 2020) 

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, Cornell Real Estate Council

Outside The Office

Jordan enjoys traveling, skiing, and playing golf and tennis. He also manages the NYC Cornell Alumni softball team and plays on the Citrin Cooperman softball team.