WESTCHESTER: T: (914) 949-2990
SPECIALISTS
Benjamin S. Greenbaum
Partner, Citrin Cooperman Advisors LLC
Experience
Benjamin S. Greenbaum is a partner and provides accounting, tax, and advisory services to closely held and family-owned businesses in a broad array of industries, including jewelry wholesale, manufacturing, professional services, structural engineering, real estate, health care, and technical software companies that service financial and government institutions.
In addition, Benjamin provides financial planning services to high net worth individuals. In this capacity, he develops, researches, and implements personal financial planning strategies instrumental in wealth transfer and significantly reducing estate taxes. Additionally, he has experience with an array of estate and trust administrative services including serving as a trustee. He interfaces with attorneys and investment advisors relating to investment, retirement, and estate planning.
Previously, Benjamin was a partner and co-chair of the trust and estate service group at Gettry Marcus, CPA, P.C. which joined Citrin Cooperman in 2023.
CREDENTIALS
Education
Bachelor of Business Administration in Accounting, The Bernard M. Baruch College
Licenses
Certified Public Accountant (CPA) in the State of New York
Certified Financial Planner (CFP)
Personal Financial Specialist (PFS)
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, New York State Society of Certified Public Accountants (NYSSCPA)
Member, Certified Financial Planner Board of Standards, Inc.
Presentations & Publications
Benjamin conducts workshops related to tax legislation, retirement, and estate planning.
Get in touch with Benjamin S. Greenbaum today.
Fill out the form below to get in direct contact with Benjamin S. Greenbaum and start your personalized consultation journey.
Get in touch with Benjamin S. Greenbaum today.
Fill out the form below to get in direct contact with Benjamin S. Greenbaum and start your personalized consultation journey.