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LGSH LLP Joins Citrin Cooperman

New York-based Citrin Cooperman (FY18 net revenue of $277 million) has acquired LGSH of Encino, Calif., marking the continuation of the firm’s expansion into Southern California.

As one of the largest CPA firms in the San Fernando Valley, the deal provides Citrin Cooperman with 10 additional partners and 55 staff. Steve Lacher and Daniel Howard will join as co-MPs of the Encino office and Howard will join the firm’s executive committee.

LGSH provides tax, audit, litigation support, business management and consulting services to clients in a variety of industries including, but not limited to, real estate, entertainment, manufacturing, distribution, technology, professional services and agriculture. Their clients consist of global companies, attorneys, doctors, entertainment executives, established companies and emerging businesses.

“We look forward to continuing LGSH’s long history of providing innovative, strategic client service,” says Citrin Cooperman CEO Joel Cooperman in a statement. “We have completed three deals in this market in 2019 and added over 100 professionals with over $25 million in annual revenue. We can now provide clients in this market will a full menu of accounting, tax and business management services as well as a full suite of complementary consulting services.”

“Like LGSH, Citrin Cooperman is known for their commitment to their clients and investment in their people, and we know our core values are aligned,” Lacher and Howard say in a joint statement. “Joining Citrin Cooperman was a decision we made not only because of similar cultures and philosophy but also because we wanted to expand the resources we collectively can offer for the benefit of our clients and our people.”

Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the deal, says, “For years, LGSH has been recognized in Southern California for being accomplished, creative and most importantly, trusted by their clients and peers. With their established reputation and experience, combined with Joel and his team, Citrin Cooperman is positioned to become an undisputed leader in the West Coast market.”

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Entertainment CPA Firm Merges With Citrin Cooperman

New York-based Citrin Cooperman (FY18 net revenue of $277 million) announced its continued expansion on the West Coast by merging in Mejia & Kaplan LLP of Beverly Hills, Calif., effective Dec. 1.

Mejia & Kaplan is a boutique entertainment and business management CPA firm. Wayne Mejia and Mark Kaplan will join the firm as partners, bringing their staff of 28, and retaining their Beverly Hills office.

This merger marks the second Los Angeles-area deal that Citrin Cooperman has made in 2019.

“Mark and Wayne have built a great entertainment practice in one of our key markets,” says Citrin Cooperman CEO Joel Cooperman. “We’re thrilled to have them on board and to be able to provide more on-the-ground resources for our entertainment client base as we continue our expansion in Southern California. Our clients appreciate having bicoastal expertise, which we can now offer.”

Mejia & Kaplan provides business management, strategic tax planning and preparation – both domestic and international – and now audit and consulting services to clients in the entertainment industry.

“This is an excellent opportunity for our firm and our clients,” say Mejia and Kaplan in a joint statement.  “It was important for us to find a firm with a deep understanding of the work we do with our clientele, and Citrin Cooperman started as an entertainment firm and has a long history of working with clients in the entertainment industry. That, combined with their commitment to client service and investment in the forward-thinking resources, make this a great fit for our team.”

Citrin Cooperman plans to expand its entertainment and business management practice internationally.

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Citrin Cooperman Announces New Admissions to Partnership Group

New York-based Citrin Cooperman (F18 net revenue of $277 million) has admitted 16 professionals to the partner group.

Joel Cooperman, CEO of Citrin Cooperman, says, “Each individual in this group has been part of our growth and success and exemplifies the high standards that we’ve adhered to over the past 40 years.”

The newly admitted partners include:

  • Erin Avnet, tax, Livingston, N.J.
  • Oren Bossin, financial services, New York
  • Harry Carpenter, audit and attest, Livingston, N.J.
  • Nichol Chiarella, tax, New York
  • Jordan Epstein, audit and attest, Melville, N.Y.
  • Phil Gaboury, quality control, Melville, N.Y.
  • Robert Gilbert, audit and attest, Livingston, N.J.
  • Heather Green-Kirk, tax, White Plains, N.Y.
  • Ryan Ham, tax planning and compliance, Bethesda, Md.
  • Dave Hollander, tax consulting and compliance, Bethesda, Md.
  • Patti Iengo, tax consulting and compliance, White Plains, N.Y.
  • Eric Itzkowitz, tax planning, New York
  • Heather Oboda, tax planning, White Plains, N.Y.
  • Sharon Sullivan, tax, New York
  • Erick Torres, tax planning and consulting, Melville, N.Y.
  • Taso Valaouras, tax consulting and compliance, New York

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Citrin Cooperman Expands to West Coast

New York-based Citrin Cooperman (FY17 net revenue of $244 million) has announced that the firm has expanded to the West Coast with the addition of Shuwarger & Company LLP of Los Angeles, a boutique CPA firm with a staff of 10.

Partners Robert Shuwarger and Richard Dettorre and the team joined Citrin Cooperman on June 1.

“A significant number of our clients, particularly our entertainment clients, are located on the West Coast, and we’ve searched long and hard for a firm in L.A. that would be the right fit for them and for our firm,” says CEO Joel Cooperman. “Shuwarger & Company LLP is a terrific addition with a history of excellent client service and long-term relationships.”

The firm provides strategic tax planning and compliance, trust and estate planning, litigation support services and business management services to high-net-worth individuals, entrepreneurs, closely held and family-owned businesses, private foundations, the entertainment industry and families.

Shuwarger says, “Our clients will benefit from an expanded service line while retaining the high level of client service they’ve been accustomed to. Citrin Cooperman is a strong firm with great leadership and a talented team.”

With the addition of the Los Angeles office, Citrin Cooperman will transform their U.S. practice from a regional firm to a national firm, with 12 domestic offices. The firm also has three international locations.

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Citrin Cooperman Expands Health Care Practice

Josh Berlin

Josh Berlin

New York-based Citrin Cooperman (FY17 net revenue of $244 million) announces that it has expanded its health care practice with the hiring of Josh Berlin and Heather Spillman, who have joined as principals. Berlin will lead the practice with Aaron Cohen, John Bryan and Michael Criscione.

Both Berlin and Spillman served as MP and associate partner, respectively, in the Watson Health division of IBM.

Cohen says, “Their breadth and depth of management consulting experience within the health care industry really allows us to grow the services we provide to our clients substantially.”

Citrin Cooperman’s Healthcare Practice provides services to over 350 health care organizations nationwide, focused on providers of all types, payors across the industry, and employers driving health care change. The group advises organizations on various programs, critical transactions and finance initiatives, and business execution.

“Health care is a uniquely complex industry, with rapid advancements in technology, continued changes in policy, and new, non-traditional partnerships emerging constantly,” Berlin says. “We joined Citrin Cooperman to bring the breadth and depth of our cross-industry expertise to complement a team of health care advisors embracing the agility and strategic thinking required to remain competitive as the industry quickly evolves.”

Berlin brings more than 20 years of experience advising health care organizations – including providers, payors, employers, governments, non-profits and advocacy – as a strategist, expert and advisor, depending on the client need and situation. In his career, Berlin has served as a leader at BearingPoint, KPMG, Dixon Hughes Goodman and IBM, also bringing a background in law to his role.

Heather Spillman

Heather Spillman

Spillman says, “The wave of consolidation and change in the health care space has materially altered the industry landscape. Health care organizations small and large will need to be strategic in their relationships and proactive in keeping up with innovation, and I’m looking forward to working with these organizations, leveraging the tremendous insight and resources the team here has to offer.”

Spillman advises various clients in the health care industry, including payors, providers, and employer clients across strategy, clinical and technical teams. She has experience providing health care clients with various services including strategic planning, network optimization, population health strategy, care management strategy, analytics strategy, and M&A strategy. Spillman also brings experience from BearingPoint, Deloitte, KPMG, Dixon Hughes Goodman and IBM.

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D&H Global Tax Joins Citrin Cooperman

New York-based Citrin Cooperman (FY17 net revenue of $244 million) announced the merger of D&H Global Tax, with offices in Philadelphia, London and Pitman, N.J.

D&H specializes in international tax issues, planning and preparation for clients that are U.S. expatriates and non-U.S. persons with filing obligations. MP Leon Dutkiewicz will lead Citrin Cooperman’s international taxation practice. Additionally, three directors and 15 staff from D&H will join in the firm’s Philadelphia office. The firm will also retain D&H’s New Jersey location.

“We’ve built a strong bench of international tax and consulting specialists to advise our clients in an increasingly global marketplace,” says CEO Joel Cooperman. “Leon is the perfect person to lead this practice and help our clients remain competitive and successful.”

“When exploring options to join a larger firm with value-added resources to help serve our clients, Citrin Cooperman was by far the top of the list,” says Dutkiewicz. “Big firm resources combined with personal, tailored client service is exactly what our high-net-worth international clientele expect and Citrin Cooperman delivers.”

Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the deal, says, “D&H Global Tax is recognized by its peers as one of the top international tax boutiques both in the U.S. and internationally. Leon Dutkiewicz is as exceptional a leader as you will find in the accounting profession. His passion for client service and growing talent made his firm one of the most sought-after transaction candidates I have ever seen.”

Citrin Cooperman’s Providence Office Admits New Partner

Jessica Kanter

New York-based Citrin Cooperman (FY17 net revenue of $244 million) announced that Jessie Kanter has joined the Providence, R.I., office as a partner.

Kanter brings nearly 20 years of experience in public accounting, providing audit and tax services to privately held companies. She specializes in the area of quality control. “Her talent and experience will be an asset to the firm and our clients,” said Providence office MP Richard DeRienzo.

Kanter joins the firm’s attest practice group, where she will focus on the value, quality and efficiency of financial statement audits. In this capacity, she will provide consulting on complex technical accounting matters, internal support, and review for the firm’s New England region. Kanter brings a broad industry experience working with companies in various industries, including manufacturing, construction, real estate, health care, not-for-profit organizations, private equity and financial services.

Kanter says, “It’s a great opportunity to be part of such a talented team with a deep bench of resources.”

Citrin Cooperman Admits New Partners

New York-based Citrin Cooperman (FY17 net revenue of $244 million) announced that it has admitted eight directors to partner or principal, effective July 1.

“On behalf of the partners and principals of Citrin Cooperman, I want to congratulate our newest partners and principals,” says Joel Cooperman, CEO of Citrin Cooperman. “We are proud to promote these hard-working, accomplished individuals and we look forward to their continued contribution to our firm’s success. Citrin Cooperman has promoted over 60 people to partner over the past six years, and it is a tribute to them and to our outstanding training and the culture of entrepreneurship and dedication to client service that permeates all of our offices.”

The newly admitted partners and principals include:

  • Kenneth Burstiner, partner, New York
  • Anthony Cilibrasi, partner, White Plains, N.Y.
  • Michael Crawley, partner, Providence, R.I.
  • Brian Lomasky, partner, New York
  • Corey Smith, partner, Providence
  • Blake Spina, partner, White Plains
  • Thomas Walsh, principal, New York
  • Jennifer Sklar-Romano, principal, New York

Citrin Cooperman Acquires Massachusetts Firm

New York-based Citrin Cooperman (FY16 net revenue of $233 million) has acquired Sharkansky LLP of Brockton, Mass. Six partners and more than 25 staff of Sharkansky joined Citrin Cooperman’s Braintree, Mass., office, effective June 1. Sharkansky advises closely- and privately- owned business and high-net-worth individuals, with a focus on the construction, restaurant and hospitality industries.

“We are thrilled to have Sharkansky join Citrin Cooperman. It’s a tremendous opportunity to expand our footprint and add resources in a key market,” says Citrin Cooperman CEO, Joel Cooperman. “The partners and staff of Sharkansky have a sterling reputation for being knowledgeable advisors with excellent client service and will be a great addition to our team.”

“The New England market has been very successful since Citrin Cooperman first expanded into the area in 2016,” says Ken Kirkland, MP of Citrin Cooperman’s Boston-Metro offices. “I’m looking forward to have Sharkansky join, adding a wealth of knowledge and experience to better serve our clients.”

Sharkansky is an accounting, tax, and advisory firm formed in 1963. Aside from their specialties in the construction and restaurant and hospitality industries, Sharkansky advises clients in a number of industries including manufacturing, distribution, architects and engineers, and health care.

“We’re very pleased to be joining Citrin Cooperman and working with some of the most talented advisors in the industry,” says Howard Spiller, MP of Sharkansky. “With Citrin Cooperman, we will be able to retain our entrepreneurial spirit and personalized client service, while gaining the deep bench of resources that only a large firm can provide.”

DiFusco Joins Citrin Cooperman’s Tax Practice

David DiFusco

David DiFusco

New York-based Citrin Cooperman (FY16 net revenue of $233 million) announced that David DiFusco has joined the firm’s tax practice as partner, effective May 21. With more than 25 years of experience, DiFusco will focus on complex income tax matters for high net worth individuals, corporations, trusts, partnerships and limited liability companies. He will provide advisory services to law firms on their engagements that have civil or criminal tax implications.

“It’s a pleasure to welcome David to the team,” says tax practice leader Joe Bublé. “David is not only a tremendous tax accountant, but also has a great reputation for client service. He’s a wonderful addition to our Tax Practice and I look forward to working with him.”

Prior to joining Citrin Cooperman, DiFusco served as the New York tax leader at one of the top accounting, tax and advisory firms in the United States. He also has more than 10 years of Big 4 experience, in addition to holding the position of global head of tax for a prominent investment management firm. DiFusco’s experience includes large and complex litigation matters related to international and domestic tax law, regulatory issues, and claims against government agencies.

“I decided to join Citrin Cooperman because of their entrepreneurial nature and focus on teamwork,” says DiFusco. “The firm has created an environment that allows their partners and employees to thrive, and I’m confident I can contribute to their continued growth and success.”