SPECIALISTS

Matthew Bart

Partner, Citrin Cooperman Advisors LLC

Experience

Matthew Bart is a tax partner in the firm's DC Metro office, specializing in the advisement of high net worth individuals and trust, estate, and gift taxation. He has over a decade of public accounting experience in both assurance and tax roles, and has broad experience in providing tax services to wealthy families.

Matt specializes in complex tax planning and issues surrounding individuals, trusts, and estates, as well as their trustees and beneficiaries.

Prior to joining Citrin Cooperman, Matt began his career in public accounting at a Big 4 firm in McLean, VA.

CREDENTIALS

Education

Bachelor of Science in Business Administration and Accounting, Washington and Lee University

Licenses

Certified Public Accountant in the States of Virginia and Maryland

Presentations & Publications

Matt has been a featured author in Trusts & Estates Magazine, and has served as a guest lecturer on fiduciary income, estate, and gift tax at the Catholic University of America in Washington, DC.

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Get in touch with Matthew Bart today.

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

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Get in touch with Matthew Bart today.

Fill out the form below to get in direct contact with Matthew Bart 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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