NEW YORK: T: (212) 697-1000
Experience
Harvey Susnick is a tax partner with more than four decades of experience delivering audit, tax, and advisory services to a wide range of clients. He guides high net worth individuals and the businesses they own with techniques to help them grow, transfer, and protect their wealth. Harvey consults on tax strategies and ways to meet cash flow needs to help clients achieve the lifestyles they want. He brings together broad accounting and financial expertise to help individuals and families make informed decisions and retirement plans in tune with their goals.
Harvey’s extensive experience includes reviewing operations and internal controls, revising succession planning strategies to ensure family/owner-managed business continuity, structuring, and negotiating the formulation of partnerships and dissolution agreements, and designing and implementing retirement plans. Harvey has particular experience guiding medical practitioners and healthcare groups.
Prior to joining Citrin Cooperman, Harvey was a tax partner at Berdon, LLP which joined the firm in 2023.
CREDENTIALS
Education
Bachelor of Science in Accounting, Cum Laude, New York University
Licenses
Certified Public Accountant in the State of New York
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member,New York State Society of Certified Public Accountants (NYSSCPA)
- Past Co-Chair of Healthcare Conference
- Past Chair, Healthcare Committee
- Past Chair, Medical and Other Professionals Committee (Nassau County Chapter)
Founding Member, Affiliated Healthcare Advisors, now part of Health Care Advisors Association
Honors & Awards
Harvey was chosen as one of LIBN's "Accounting Ones to Watch".
Presentations & Publications
Harvey has presented seminars to healthcare practitioners on maximizing practice profitability and preserving wealth. He has appeared in healthcare publications, including The Journal of Medical Practice Management. He has provided commentary in Newsday and Long Island Business News (LIBN) and has been accepted as an expert witness on medical financial practices in federal court.
WORK-LIFE BALANCE
Community Involvement
Harvey is involved with the Human Rights Campaign and has served on the Greater New York Dinner Committee.
Get in touch with Harvey Susnick today.
Fill out the form below to get in direct contact with Harvey Susnick and start your personalized consultation journey.
Numbers of course are the building blocks, but it is helping people and families which has made my career so satisfying.
Get in touch with Harvey Susnick today.
Fill out the form below to get in direct contact with Harvey Susnick and start your personalized consultation journey.