SPECIALISTS

Jed P. Dallek

Partner, Citrin Cooperman Advisors LLC

Jed Dallek Desktop

Experience

Jed P. Dallek is a partner and a trusted advisor to real estate owners, developers, and operators across various industries. Jed provides his clients with a unique perspective on tax issues that may impact their businesses. He has extensive experience in the structuring of transactions, including the acquisition and disposition of real estate, as well as debt restructuring, workouts of troubled real estate companies, and tax-free 1031 exchanges of real estate.

Jed attributes a portion of his diverse experience to his tenure with national public accounting firms like Main Hurdman and American Express Tax & Business Services. He was also a founding member of the American Express Blue Box Council, which was created to identify business opportunities in the private and public sectors. In addition, he was a member of the American Express Tax & Business Services National Real Estate Steering Committee, as well as former chair of a National Association of Accounting Firm Real Estate Steering Committee.

Previously, Jed was a partner at Gettry Marcus, CPA, P.C. which joined Citrin Cooperman in 2023.

CREDENTIALS

Education

Bachelor of Science in Accounting, Syracuse University

Master of Science in Taxation, Pace 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)

  • Partnership Committee

Member, Real Estate Board of New York

Member, Association for a Better Long Island

Presentations & Publications

As a seasoned author, Jed has written many articles about tax issues and how changes in tax legislation may affect a company’s situation. Jed has also written numerous articles in New York Real Estate Journal and Real Estate Weekly with regard to how clients can obtain tax benefits (credits and deductions) for solar installations and companies looking to reduce their energy footprint. He is often quoted in national and local publications and called upon to speak at industry functions and seminars and has participated in numerous panel discussions.

Get in touch with Jed P. Dallek today.

Fill out the form below to get in direct contact with Jed P. Dallek 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 Jed P. Dallek today.

Fill out the form below to get in direct contact with Jed P. Dallek 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 LONG ISLAND Woodbury: T: (516) 364-3390