Experience

Marci is a managing director in Citrin Cooperman’s Private Client Services Practice with more than 40 years of experience. She has worked closely with high-net-worth individuals and their advisors, providing tailored tax planning and compliance services.

Marci specializes in tax strategy for individuals, including high-net-worth individuals, estates, and trusts. She leads estate, trust, and gift tax compliance, coordinating seamlessly with attorneys, wealth advisors, and financial planners to ensure accurate reporting and fiduciary management. Valued for her responsiveness and meticulous attention to detail, Marci simplifies complex financial decisions, allowing clients to focus on their long-term goals. Her commitment to building multi-generational relationships has made her a reliable resource in clients' financial security.

Previously, Marci worked at LitmanGerson Associates, LLP (LGA), which joined Citrin Cooperman in 2026, serving as the director of LGA’s Family Estate and Fiduciary Tax Group.