Experience

Tony joined Citrin Cooperman as a managing director in the Commercial Tax Services Practice in Spring of 2024 and is based out of the Chapel Hill, NC office. With over 25 years of experience as a tax consultant, Tony is an established resource for closely held businesses, high net worth individuals, and tax-exempt entities.

As an attorney and CPA, Tony has provided tax advisory and compliance services for technology, manufacturing, healthcare, real estate, and service businesses in startup structure planning, strategic tax planning for pass-through entities and their owners, mergers and acquisitions (M&A) transactions, succession and exit planning, nexus risk management, compensation strategies, and dispute resolution. Tony is well-versed in income and estate planning for business owners and high net worth individuals, including tax projection and planning, inter vivos gifting, trust formation and maintenance, and tax exempt entity set up and governance.

Prior to joining Citrin Cooperman, Tony amassed his industry experience in various tax leadership roles with Big Four and mid-tier accounting firms in the Northeastern United States and North Carolina. He has been a regular presenter to industry and local trade associations, including the North Carolina Association of Certified Public Accountants, Raleigh Chamber of Commerce, and North Carolina Center for Nonprofits, has authored technical articles for various business publications and online posts, and served as an expert tax witness in civil litigation.