We’re proud to release our inaugural Private Company Performance Report! This expansive piece captures the most top-of-mind issues of over 1,000 U.S. middle market, private company leaders across a myriad of industries. The report sheds light on how these leaders are tackling obstacles and embracing change as they look to drive their businesses forward into a sustainable and profitable future. Access the report here for valuable insights on a multitude of topics, including financial performance, forecasting and resource planning, advanced technology readiness, workforce, and more: https://lnkd.in/e9RFVZrt
About us
"Citrin Cooperman” is the brand name under which Citrin Cooperman Advisors LLC and Citrin Cooperman & Company, LLP, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Citrin Cooperman & Company, LLP is a licensed CPA firm that provides attest services, and Citrin Cooperman Advisors LLC and its subsidiary entities provide tax, advisory, and business consulting services. Citrin Cooperman Advisors LLC and its subsidiary entities are not licensed CPA firms. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.
- Website
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https://www.citrincooperman.com
External link for Citrin Cooperman
- Industry
- Professional Services
- Company size
- 1,001-5,000 employees
- Headquarters
- New York
- Type
- Privately Held
- Founded
- 1979
- Specialties
- Accounting, Audit, Tax, Consulting, Valuation and Forensic Services, Wealth Management, Transaction Advisory, Business Advisory, Cyber Security, State and Local Tax, International Tax, Tax Compliance, Cannabis, High Net Worth, Private Equity, Capital Markets, Privately-Held Businesses, and Mergers & Acquisitions
Locations
Employees at Citrin Cooperman
Updates
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What do 1,000+ business leaders believe are the three most important things to their customers? Learn more in our Private Company Performance Report: https://lnkd.in/e5U5Ct6Y
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A 409A valuation is critical for startups and private companies that offer stock options to their employees. Partner Mandeep Trivedi, CFA, ASA and Manager Gary L'Heureux share more insights in this article: https://lnkd.in/eCvffFmv
Understanding 409A Valuations and Their Significance - Read More
citrincooperman.com
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The state of Vermont recently amended its sales and excise tax law for #cannabusinesses, making cannabis retailers exempt from these taxes. Learn how our Cannabis Advisory Services Industry Practice can help you today: https://lnkd.in/dqqe_qTC
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The top three sources of capital for VC and PE emerging manager respondents include family offices, wealthy individuals, and funds of funds. How does a firm's maturity and number of funds affect the diversity of its source of capital? Find out in our report: https://lnkd.in/eJjYscPz
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Taxpayers must be proactive, responsive, and regularly consult with their tax professional to resolve an IRS issue quickly and favorably. Director Octavio Marrero explores the most efficient ways in his recent South Florida Business Journal article: https://lnkd.in/e8dR2cqU
The Dos and Don'ts for Effective IRS Communication - Read More
citrincooperman.com
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Citrin Cooperman reposted this
I had the opportunity to talk with Sarah Guernelli at Citrin Cooperman's Providence office about the recent Ticketmaster data incident for a segment on WPRI-TV. Thanks to Sarah and the team at WPRI, people are armed with the knowledge to stay safe from the many cyber risks that lurk behind every errant keystroke and mouse click. https://lnkd.in/gfFHWbaN #cybersecurity #citrincooperman #databreach
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Join us at this exclusive happy hour event with the NetSuite specialists in Citrin Cooperman's Digital Services Practice during SuiteWorld 2024, Oracle Netsuite's annual conference. Register now: https://lnkd.in/emAZBs34
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Did you know Excel is the most widely used spreadsheet planning tool worldwide? By implementing software that integrates with your existing tools, you can ensure a smoother transition and ease end-user adoption. Learn how this software can contribute to finance-led business planning and real-time reporting: https://lnkd.in/e6SHs95D
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Business leaders must understand the value of a 360-degree perspective and the difference it can make in their organization. Achieving that perspective can be challenging without modern, cloud-based software. Learn how to unlock a 360-degree view of your business with data management: https://lnkd.in/dyYvTGES
360-Degree View: A Key Perspective To Look at Your Business - Read More
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