2023 Citrin Cooperman Partner Promotions

PARTNER PROMOTIONS

PARTNER PROMOTIONS

Citrin Cooperman is proud to announce the internal promotion of 18 new partners effective October 1, 2023. These individuals represent and maintain the integrity, passion, and collegiality of the firm and have dedicated themselves to becoming critical members of our future leadership. We are thrilled to recognize the commitment and excellence these individuals have demonstrated throughout their careers. Congratulations to the Partner Class of 2023!

PARTNER PROMOTIONS

Amber Bichun

LOCATION: Providence, RI | SERVICE LINE: Assurance

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Amber works with clients in the healthcare (including skilled nursing facilities, assisted living facilities, and Federally Qualified Health Centers (FQHC)), not-for-profit, and employee benefit plan industries to provide financial statement audits and other services.

Amber has experience in federal regulatory reporting and compliance requirements, including Uniform Guidance, HUD regulatory reporting, Uniform Financial Reporting, Medicare and Medicaid cost reports, and Federal Form 990. She is responsible for overseeing all engagement phases, including planning, fieldwork, and delivery. Amber works closely with her clients to provide them with a deeper understanding of their financial results, internal control matters, and upcoming changes in accounting and financial reporting.

LOCATION: Philadelphia, PA | SERVICE LINE: Advisory LEARN MORE

Jordan Birnbaum is a member of the firm’s Valuation Advisory Services practice and is responsible for the day-to-day management of client engagements relating to portfolio valuations for Business Development Companies (“BDCs”), the valuation of business enterprises, and their underlying securities and financial opinions. Jordan has worked across a broad range of clients and industries and has experience in financial reporting engagements for several FASB ASC Topics, including ASC 350 (Goodwill Impairment), 718 (Stock Compensation) and 805 (Business Combinations). His focus has been on the financial analysis, research, and due diligence relating to debt and equity valuations for investments owned by BDCs, private debt and equity funds, fund of funds and hedge funds.

LOCATION: DC Metro | SERVICE LINE: Assurance LEARN MORE

Michael Cannon is a member of the firm’s Government Contracting Industry Practice and specializes in providing audit, consulting, and accounting services to government contractors, technology companies, and employee benefit plans.

Michael possesses a working knowledge of federal regulations, including Small Business Administration (SBA), 8(a) and Federal Acquisition Regulations (FAR), cost principles, and accounting policies for federal government contractors. In addition, he has experience consulting client management on overhead allocation methods; preparing overhead incurred cost submissions for the Defense Contract Audit Agency (“DCAA”) and assisting with DCAA.

Matthew Deaner

LOCATION: Long Island, NY | SERVICE LINE: Tax

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Matthew Deaner advises his clients on federal, state, and estate planning strategies while providing an array of tax preparation, planning, and consulting services. He has experience working with a wide array of clients, including corporations, pass-through entities, trusts, and high-net-worth individuals. His experience in a multitude of tax areas allows Matthew to look at the business currently and to formulate plans of wealth preservation through estate planning.

Michael Cannon

Jordan Birnbaum

PARTNER PROMOTIONS

Maria del Pilar Lopez

LOCATION: New York City, NY | SERVICE LINE: Advisory LEARN MORE

Maria is a member of the firm’s Business Management and Family Office Practice and offers a full range of advisory and tax compliance to both individuals and corporations in the arts, music, and entertainment industries. Maria works closely with a variety of clients in these industries, including musicians, actors, directors, record producers, screenwriters, songwriters, music publishers, dance companies, DJs, record labels, digital services providers, production companies, models, antique dealers, art collectors, and art galleries.

Maria specializes in tour accounting, tour budgeting, Central Withholdings Agreements (CWAs), business management, international corporate taxation, wealth preservation, accounting complexities associated with art dealers and collectors, tax planning, and consulting to high net worth individuals.

Thomas E. Garland

LOCATION: Miami Metro | SERVICE LINE: Advisory LEARN MORE

Thomas Garland works with clients on all aspects of forensic commercial litigation, from malpractice and lost profits to fraud, embezzlement, money laundering, and business valuations. Thomas enjoys working to uncover and reconstruct the details that tell the entire financial story of a business.

Analytics and litigation are a major component of Thomas’ work in forensic litigation support, which he cites as the perfect career for someone with an investigative nature. He enjoys working with his clients, as each case is different and therefore requires constant exploratory work and analytical thinking.

Shahzeb Jabbar

LOCATION: Florham Park, NJ | SERVICE LINE: Tax LEARN MORE

Shahzeb Jabbar specializes in working with hedge funds, private equity, and special purpose vehicle clients, as well as those operating in the real estate industry. He is experienced in fund administration and accounting, compliance, and state and local tax.

Jamie Lontz

LOCATION: Philadelphia, PA | SERVICE LINE: Assurance LEARN MORE

Jamie Lontz provides a broad range of assurance services, including financial statement and compliance audits of not-for-profit organizations and public sector entities, as well as audits of employee benefit plans, real estate entities, and middle market companies. Her client responsibilities include performing financial statement audits, communicating planning and audit results to management and those charged with governance, evaluating internal controls, and financial statement preparation.

PARTNER PROMOTIONS

Sheila Moghimi Kamran

LOCATION: Los Angeles, CA | SERVICE LINE: Tax LEARN MORE

Sheila Moghimi Kamran is experienced in providing public accounting services, including international firm experience in the areas of tax compliance and planning for high-net-worth individuals and their related entities.

In recent years, Sheila has focused on working with women during times of transition. During her career, she has seen many life events affecting women, such as starting and winding down a business, marriage, divorce, becoming a widow, retirement, and planning for children and grandchildren. It is important for women to feel supported and receive guidance from trusted advisors, particularly during times of transition.

John

LOCATION: New York City, NY | SERVICE LINE: Assurance LEARN MORE

John Passantino has experience in public accounting where his primary focus has been providing assurance services to the financial services industry. His experience serving this diverse industry includes domestic and offshore hedge funds, private equity funds, fund of funds, investment management companies, and broker-dealers.

Thomas Porricelli

LOCATION: New York City, NY | SERVICE LINE: Business Advisory Solutions (BAS)

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Thomas Porricelli focuses on providing comprehensive business and strategic consulting services within the technology and franchising industries. Thomas strives to assist emerging and established businesses with strategic planning and preparation by bringing the right mix of experience and skills to understand the entrepreneurial spirit which embodies a startup or emerging company. He works closely with the CIOs to improve efficiencies, productivity and matters impacting corporate structure, financing and funding guidance, equity transactions, strategic tax planning, internal controls, financial reporting and overall operations. Thomas is a senior member of the Technology and Franchise Industry Practices.

Zohaib Qamar

LOCATION: New York City, NY | SERVICE LINE: Assurance LEARN MORE

Zohaib Qamar works with the firm’s Audit and Attest Practice to ensure the quality of audit engagements. He has experience in a broad range of industries, including financial services.

Zohaib has provided services to a broad range of clients including mutual funds, hedge funds, employee benefit plans, insurance companies, and broker-dealers. He has extensive experience with financial statement assurance, technical accounting, SEC reporting, and regulatory compliance.

Passantino

PARTNER PROMOTIONS

Jake Rose

LOCATION: Boston Metro | SERVICE LINE: Assurance LEARN MORE

Jake Rose is an experienced professional focused in the financial services, life sciences, and technology industries.

Jake provides a wide variety of accounting, audit, and consulting services to public and private clients in a number of specialized industries, including financial services, registered advisers and funds, private equity, venture capital, real estate, technology and life sciences. Jake has experience working on audits of both public and privately held clients, overseeing all facets of audit and advisory engagements including planning, execution and deliverables. He specializes in audits, reviews, compilations, and consultation on general accounting, business strategy, operations, budgeting and forecasts, regulatory and internal controls.

Connor Southwell

LOCATION: West Los Angeles, CA | SERVICE LINE: Tax LEARN MORE

Connor Southwell is a member of the firm’s International Taxation Services Practice, advising high net worth individuals and closely held businesses in international tax planning and compliance.

Connor works with both U.S. nationals and business entities with activities in foreign jurisdictions, and nonresidential individuals and companies that seek to establish a presence and economic nexus to the U.S. His specialties include the subpart F and GILTI regimes, foreign tax credit planning, FATCA compliance, and the analysis and application of U.S. and OECD model income tax treaties.

Caroline Uy Reilly

LOCATION: West Los Angeles, CA | SERVICE LINE: Tax LEARN MORE

Caroline Uy Reilly’s responsibilities include reviewing the preparation of corporate, partnership, and individual tax returns. She also provides tax planning services for business entities as well as high-net-worth individuals. Caroline believes in the value of client relationships and strives to provide close and personal attention to her clients. She continually advances her tax knowledge and technicality through higher education to better serve her clients.

Heather Varner

LOCATION: Remote | SERVICE LINE: Tax LEARN MORE

Heather advises domestic and international clients on the US federal income tax aspects of complex domestic and cross-border transactions in retail, technology, and manufacturing industries.

Heather is a member of the firm’s Mergers and Acquisitions Tax Practice and provides US federal income tax consulting services to include tax structuring, tax due diligence, and tax modeling for partnerships, corporations, and private equity funds. Prior to her joining Citrin Cooperman, Heather was a senior manager for KPMG LLP’s Mergers & Acquisitions tax practice and their owners. She has also served in the United States Army.

PARTNER PROMOTIONS

LOCATION: Long Island, NY | SERVICE LINE: Tax

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Lauren is experienced in providing international tax compliance and consulting services to multi-national large middle-market businesses and high-net worth individuals. She specializes in US income inclusion calculations and modeling, and advises on international compliance requirements. She is also a leader for ITS initiatives relating to FATCA and pre-immigration planning, among others.

Lauren has extensive expertise leading education within international tax for her team and the firm, and is involved in presenting at internal and external tax education opportunities. She continues to create and implement international tax calculations and models.

LOCATION: New York City, NY | SERVICE LINE: Tax

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Jay Xiang serves clients in a variety of industries including manufacturing and distribution, food and beverage, professional services, technology, real estate, healthcare, renewable energy, and private equity.

Jay provides tax consulting and compliance services to multistate corporations and pass-through entities. He also has experience providing technical tax consultations including sub chapter K issues, mergers and acquisitions, international tax expansion and structuring consideration, state and local tax planning, and accounting methods.

Jay Xiang

Lauren Weronick

“Citrin Cooperman” is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. Citrin Cooperman is an independent member of Moore North America, which is itself a regional member of Moore Global Network Limited (MGNL).