Experience

Jordan Epstein is a partner who serves as the co-leader of the New York City office’s Assurance Practice. Jordan has over 15 years of experience providing assurance and attestation, tax, and business consulting services to his clients. He primarily serves clients in the real estate industry, working directly with owners, operators, developers, and fund managers. He also provides business management services to high net worth individuals, family groups, and closely-held businesses.

Jordan provides a range of services in the areas of compliance, financing, budgeting, cash flow projections, and accounting-related matters to some of the country’s most successful real estate owners, developers, and fund managers on their residential and commercial real estate projects. He has advised his real estate clients on deal structuring and sourcing, real estate investment trust (“REIT”) compliance, carried interest projections, loan refinancing, and tax planning initiatives such as 1031 (like-kind) exchanges, cost segregation studies, and opportunity zone funds. 

Overall, Jordan relies on his attention to detail and risk prioritization to efficiently resolve client issues. He combines technical acumen and insight to take a proactive approach with his clients by focusing on preparation and strategic planning. All of this allows him to help provide superior client service.

Jordan is the co-chair of the Real Estate Practice's marketing committee.