Steven Citron, CPA/ABV, CVA, Tax Manager
Steven has been with Urbach & Avraham, CPAs for over 20 years. He is a CPA and Certified Valuation Analyst and has been an active part of our litigation support team. His forensic projects include: quantifying economic damages from fraud, complex litigated pension issues, reconstruction of accounting records for fiduciaries and valuations of closely-held businesses for estates & trusts and matrimonial.
Steven also has extensive experience with real estate transactions, 1031 exchanges (Like-kind exchanges), complicated sales and purchases of real estate. He handles complex individual income taxes. Some of the complexities include: Alternative Minimum Tax, exercising and selling of stock options and cancellation of debt.
Steven's specialties in the estate and trust arena are:
- Business valuations for estate and gift tax returns
- Business appraisals for executors and their attorneys for distribution purposes
- Real Estate taxation – assisting fiduciaries and their attorneys with real estate investments
- Shareholder Disputes- Forensic accounting and resolution
- Estate and trust income tax planning and preparation
- Multi-state fiduciary income tax returns
- Calculation of executor, trustee and guardian commissions
- Special Needs Trust- income tax returns
- Reports to the court for probate litigation