Experience

Anthony is a managing director in Citrin Cooperman’s Private Client Services Practice. With more than 20 years of experience providing private client services, Anthony specializes in tax compliance and advisory for high net worth and ultra-high net worth individuals. His primary areas of concentration are individuals, trusts, family partnerships, foreign reporting compliance, foundations, and gift tax. Anthony has also worked with clients across various industries, including financial services, real estate, sports and entertainment, and service businesses.

Prior to joining Citrin Cooperman, Anthony progressed from senior manager to senior director at several global professional services firms. In one of these roles, Anthony was a key member of a team responsible for the annual tax compliance for many United States (U.S.) managing directors at one of the leading financial services firms in the world, which included assisting in the tax compliance vetting of managing directors who had been selected to take leading positions at the U.S. Treasury or were running for political office.