Experience

Steven Oppenheim is a partner with more than 30 years of experience and provides accounting, consulting, and tax services to a client base primarily in the real estate industry including closely-held companies and family-owned businesses.

Steven advises both commercial and residential owners and developers on matters that may impact their businesses. He provides consultation and advisory services in the analysis, acquisition and tax planning for real estate transactions. Steven works closely with attorneys and other advisors to help structure real estate transactions including having an expertise in like-kind exchanges under IRC Code Section 1031.

Steven also provides high-net-worth individuals with diversified accounting, consulting, tax planning and trust and estate services including the preparation of fiduciary income tax returns for simple trusts, complex trusts and grantor trusts. Additionally, he has experience with an array of estate and trust administration services.

Previously, Steven was the partner-in-charge of the Real Estate Group at Gettry Marcus, CPA, P.C. which joined Citrin Cooperman in 2023.