SPECIALISTS

Kevin Wong

Principal, Citrin Cooperman Advisors LLC

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Experience

Kevin Wong is a tax principal with more than 10 years of professional experience. He works closely with high-net-worth individuals on matters involving their personal income tax, family businesses, and fiduciary, gift, and estate taxes.

Kevin’s experience extends to tax planning and consulting for individuals, family businesses, and trusts and estates; assisting with budgeting, projections, and cash flow matters; representing clients before federal and state taxing authorities; and identifying tax-efficient techniques to fund the education of children and grandchildren.

CREDENTIALS

Education

Bachelor of Business Administration, Finance, Baruch College

Master of Science, Accountancy, Baruch College

Master of Science. Taxation, Pace University

Licenses

Certified Public Accountant in the State of New York

Affiliations

Member, American Institute of Certified Public Accountants

Get in touch with Kevin Wong today.

Fill out the form below to get in direct contact with Kevin Wong 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 Kevin Wong today.

Fill out the form below to get in direct contact with Kevin Wong 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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Home Office
icon NEW YORK: T: (212) 697-1000