SPECIALISTS

Stuart B. Kotler

Partner, Citrin Cooperman Advisors LLC

Stuart Kotler desktop

Experience

Stuart B. Kotler is a partner with over 30 years of experience. He has extensive experience serving as an accounting and business advisor to prominent real estate and construction companies as well as to family-owned and closely held businesses. Often representing clients as the key negotiator in complex transactions, Stu specializes in structuring, acquisitions, workouts, and tax planning. He has also been instrumental in the formation and operation of real estate investment trusts (REITs).

His recent real estate and other business experience includes planning and structuring joint venture arrangements, advising and negotiating sales and acquisitions, obtaining securitized financing, formulating lease arrangements, and utilizing like-kind exchanges.

Stu’s service approach focuses on dealing with the economic, business, and family issues impacting his clients. In this role, he assists clients with issues concerning the operations of their business from an economic and tax perspective, as well as with trust and estate and personal financial planning. Stu has also been involved with the Firm’s litigation support department and has qualified Berdon as an expert in New York State Supreme Court.

Previously, Stuart was managing partner at Berdon LLP, which joined Citrin Cooperman in 2023.

CREDENTIALS

Education

Bachelor of Science in Accounting, New York University

Master of Business Administration in Taxation, New York University

Juris Doctor, Cardozo Law School

Licenses

Certified Public Accountant in the State of New York

Admitted to practice law before the Court of New York and the U.S. Tax Court

Affiliations

Member, American Bar Association

  • Section of Taxation

Member, American Institute of Certified Public Accountants (AICPA)

Member, New York State Bar Association

Member, New York State Society of Certified Public Accountants (NYSSCPA)

Apple Bank for Savings

  • Director
  • Member, Executive Committee
  • Member, Asset and Liability Committee
  • Member, Loan Committee

Get in Touch with Stuart Today

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