SPECIALISTS

Benjamin S. Greenbaum

Partner, Citrin Cooperman Advisors LLC

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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.

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* 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.

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.

* 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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icon WESTCHESTER: T: (914) 949-2990