"My goal is to be an integral part of a client’s planning and decision making process and to be their trusted advisor."
Mary Delman is a tax principal with nearly two decades of experience in public accounting. Mary specializes in all facets of wealth transfer planning, including estate, gift and generation-skipping transfer tax planning, charitable planning, fiduciary income taxes, foreign trust reporting, cross-border planning, and business succession planning. Her clients include high net worth individuals and corporate executives across various industries.
The scope of Mary's current work includes all phases of estate and gift tax planning, including advising multinational high net worth individuals and trustees, and advising closely-held business owners regarding wealth preservation strategies.
Prior to joining Citrin Cooperman, Mary was most recently a director of personal finance services at PricewaterhouseCoopers.
Bachelor of Science in Business, Skidmore College
Juris Doctor, New York Law School
Admitted to the New York Bar
Member, American Bar Association
Member, New York State Bar Association
Member, New York City Bar Association
Alumni Volunteer, Skidmore Fund, Skidmore College
Previous PTA Treasurer, William S Covert Elementary School