Citrin Cooperman Acquires Schneider & Associates

Citrin Cooperman announced today that Sandra Schneider and her staff of Schneider & Associates, LLC has joined the Bethesda, MD office of the firm as of January 1. Schneider, along with Director Julie Schoen, will continue to focus on sophisticated tax and estate planning for high net worth individuals and their families.

“Our Bethesda office has been tremendously successful for us,” said CEO Joel Cooperman. “We are very excited to have Sandy and her team join the firm as we look to continue to grow the DC-Metro market.”

Schneider & Associates, LLC has been providing tax planning and tax preparation for a sophisticated client base in Bethesda, MD for over 30 years. Their tax practice focus has been on high net worth individuals, trusts, and estates. In addition to income tax work, Schneider is a Certified Financial Planner and works with clients on financial planning. The group’s clients include law firm partners, business executives, multi-generational families, and government employees. The firm also prepares federal disclosure forms for presidential appointees, and others.

“We’re thrilled to be joining the Citrin Cooperman team,” said Schneider. I look forward to introducing our clients to the robust resources and value-added services Citrin Cooperman will allow us to provide.”

Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the combination commented, “Sandra Schneider and her team had been approached by numerous larger firms but felt that Citrin Cooperman’s depth of resources, great leadership, and wonderful culture would make it a great place for their clients and staff. Citrin Cooperman continues its’ journey as one of the fastest growing and dynamic firms in the country. The secret to their merger success has been their ability to successfully integrate high performing and entrepreneurial firms into their culture.”

Citrin Cooperman is among the largest, full-service assurance, tax, and business advisory firms in the United States, having steadily built its business serving a diverse and loyal clientele since 1979. Our daily mission is to help our clients “focus on what counts.” Rooted in our core values, we provide a comprehensive, integrated business approach to traditional services, which includes proactive insights throughout the lifecycle of our clients, wherever they do business, across the globe. Citrin Cooperman has deep experience in a variety of industries, including entertainment, financial services, franchising, health care, private equity, real estate, and technology. Citrin Cooperman is an independent firm associated with Moore Stephens International Limited. www.citrincooperman.com


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