SPECIALISTS

Barry S. Kleiman

Partner, Citrin Cooperman Advisors LLC

Experience

Barry is a partner at Citrin Cooperman. He was a tax principal who had been with the firm Untracht Early since its inception until the firm joined Citrin Cooperman in 2022.

Barry’s areas of expertise include individual, trust, estate, gift, and private foundation taxation and planning, as well as tax controversy. He focuses on the financial services and professional services industries. Barry works with high and ultra high net worth clients to best position them, their families, and their family-owned businesses for continued growth into future generations. Barry has written numerous articles for industry publications and local publications on tax topics and is a much sought-after taxation expert a wide variety of print, radio, and television press outlets.

CREDENTIALS

Education

Bachelor of Science in Accounting, University of Delaware

Master of Science in Taxation, Seton Hall University

Licenses

Certified Public Accountant in the States of New Jersey and New York

Affiliations

  • Member, American Institute of Certified Public Accountants (AICPA)
    • Taxation of Individuals Committee
  • Member, New York State Society of Certified Public Accountants (NYSSCPA)
  • Member, New Jersey Society of Certified Public Accountants
    • Federal Taxation Interest Group
  • Member, Beta Gamma Sigma

Honors & Awards

New Jersey CPA Magazine's CPA-List, 2014

NJ Monthly Five Star CPA Award, 2014

WORK-LIFE BALANCE

Community Involvement

Barry serves as treasurer for Congregation Beth Torah.

Get in touch with Barry S. Kleiman today.

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Get in touch with Barry S. Kleiman today.

Fill out the form below to get in direct contact with Barry S. Kleiman and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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