SPECIALISTS

Maria Pani

Consultant, Citrin Cooperman Advisors LLC

Experience

Maria Pani advises business owners and high net worth individuals on all aspects of financial, tax, and retirement planning.  A consultant in the New York City Office, she brings thirty years of experience to her clients’ needs. Maria is especially proficient in the area of estates and trusts, including the fiduciary's functions. She also advises her clients on related sophisticated tax and estate planning matters.

Early in her career, Maria worked in private accounting. Her experience on both sides of the accounting ledger has given her insight into the special needs of both businesses and individuals. 

CREDENTIALS

Education

Graduate, The Bernard M. Baruch College

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, New York State Society of Certified Public Accountants (NYSSCPA)

Get in touch with Maria Pani today.

Fill out the form below to get in direct contact with Maria Pani and start your personalized consultation journey.

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I like helping my clients accomplish things they may not have even known they wanted to accomplish – like giving to a favorite cause through charitable remainder trusts, or paying for their grandchildren’s' education without being subject to gift tax.

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Get in touch with Maria Pani today.

Fill out the form below to get in direct contact with Maria Pani 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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