Citrin Cooperman

Citrin Cooperman Starting January 10, 2022, all partners, employees, contractors, and guests visiting a Citrin Cooper

"Citrin Cooperman” is the brand name under which Citrin Cooperman Advisors LLC and Citrin Cooperman & Company, LLP, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Citrin Cooperman & Company, LLP is a licensed CPA firm that provides attest services, and Citrin Cooperman Advisors LLC and its subsidiary entities provide tax, advisory, and business consulting services. Citrin Cooperman Advisors LLC and its subsidiary entities are not licensed CPA firms. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.

Citrin Cooperman's Sirena Johnson will be speaking at the GWSCPA 2026 Government Contracting Conference on Thursday, Sep...
09/17/2026

Citrin Cooperman's Sirena Johnson will be speaking at the GWSCPA 2026 Government Contracting Conference on Thursday, September 24.

Join Sirena for "Navigating GovCon M&A: Lessons from a CPA's Story," a session on valuation and growth strategy for government contractors at 2:15pm.

The full conference offers 8 CPE credits.

Register here: https://www.gwscpa.org/cpe/104576wm:2026-government-contracting-conference?tab=details

The Treasury and the IRS have proposed regulations that would codify racial nondiscrimination requirements directly into...
09/17/2026

The Treasury and the IRS have proposed regulations that would codify racial nondiscrimination requirements directly into the Section 501(c)(3) rules for private schools.

The proposal largely reflects long-standing legal principles, but it puts them in the Treasury Regulations for the first time and applies them to admissions, scholarship, athletic, and other school policies. Scholarship and financial aid programs that use race or ethnicity as a selection factor may need to be revisited.

If finalized, the rules would apply to taxable years beginning after May 31, 2027, and the proposal is open for public comment now.

Our Not-for-Profit Industry Practice breaks down what private schools should know and what to review before the rules are finalized: https://www.citrincooperman.com/In-Focus-Resource-Center/Treasury-and-IRS-Propose-Regulations-on-Racial-Nondiscrimination-Requirements-for-Private-Schools?utm_source=Facebook&utm_medium=Social&utm_campaign=Social26

New York State passed legislation as part of the FY 2026-2027 budget authorizing the Penalty and Interest Discount ("PAI...
09/16/2026

New York State passed legislation as part of the FY 2026-2027 budget authorizing the Penalty and Interest Discount ("PAID") Program (L. 2026, ch. 59, Part N, §§ 2-3). The program provides eligible sales tax vendors with the opportunity to receive a 50% reduction in interest and a 100% waiver of penalties associated with certain unpaid sales and use tax liabilities.

Read more: https://www.citrincooperman.com/In-Focus-Resource-Center/New-York-State-Sales-and-Use-Tax---Penalty-and-Interest-Discount-Program?utm_source=Facebook&utm_medium=Social&utm_campaign=Social26

What’s influencing the independent sponsor market today? Citrin Cooperman’s 2026 Independent Sponsor Report brings toget...
09/16/2026

What’s influencing the independent sponsor market today?

Citrin Cooperman’s 2026 Independent Sponsor Report brings together perspectives from 187 independent sponsors and capital providers on the lower middle market’s most important developments — spanning deal activity, fundraising, investor returns, partnership structures, and AI adoption.

Read the full report for a closer look at the opportunities and challenges defining this market: https://www.citrincooperman.com/Focused-Programs/Independent-Sponsor-Report?utm_source=facebook&utm_medium=social&utm_campaign=tas-is-report-26

Partner Kevin Burns will moderate the “Development Financing: Ground-Up Construction, Building Upgrades & Conversions” p...
09/15/2026

Partner Kevin Burns will moderate the “Development Financing: Ground-Up Construction, Building Upgrades & Conversions” panel at Bisnow’s National Commercial Real Estate Finance Event on Wednesday, September 30.

This timely discussion will bring together industry leaders to explore financing strategies, market trends, and opportunities shaping today's commercial real estate landscape.

Learn more: https://www.bisnow.com/events/new-york/capital-markets/national-commercial-real-estate-finance-event-10183

Registration is still open for the 2026 Digital Lunch and Learn: Section 1202 Benefits for Independent Sponsors webinar ...
09/14/2026

Registration is still open for the 2026 Digital Lunch and Learn: Section 1202 Benefits for Independent Sponsors webinar sponsored by SBIA.

Partner and Mergers & Acquisitions Tax Practice Leader Nichol Chiarella is a featured panelist and will discuss how Section 1202 benefits can offer a 100% exclusion from federal income tax on gains from the sale of Qualified Small Business Stock (QSBS) – but only if certain eligibility requirements are met. Learn more and register today.

Register: https://members.sbia.org/events/Details/2026-digital-lunch-and-learn-section-1202-benefits-for-independent-sponsors-1758893?sourceTypeId=EmailInvitation

We are excited to share that Mark Mindick, partner and Real Estate Industry Practice leader, will moderate a panel at th...
09/10/2026

We are excited to share that Mark Mindick, partner and Real Estate Industry Practice leader, will moderate a panel at the upcoming Institutional Investor & Private Equity Forum on Wednesday, September 16.

This premier event brings together industry leaders, investors, and real estate professionals to discuss the latest market trends, investment strategies, and opportunities shaping the future of private equity and real estate.

Register: https://commercialobserver.com/events/institutional-investor-private-equity-forum-2/

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