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Adam Reiss, CPA, CGMA

Partner

Adam Reiss, practice leader of the firm’s Not-For-Profit Practice and practice co-leader of the firm’s Employee Benefit Plans Practice, has over 22 years of experience serving as a trusted advisor to charter schools; low-income housing entities; professional and trade associations; international, education services, advocacy, social services, health care, membership, research and scientific, cultural and arts, religious, and public and private grant-making organizations. He has also served as the engagement partner on OMB Circular A-133 and other Yellow Book and compliance-related engagements.

Adam has a wealth of experience auditing defined contribution 401(k), profit sharing and money purchase pension plans, as well as single-employer and multiple-employer defined benefit plans. He advises clients on 401(k) and pension plan compliance, and also helps identify ways to reduce administrative costs within these plans.

Adam routinely and successfully represents not-for-profit clients concerning IRS tax exemption and state charity applications, formations, tax exams, and government correspondence. He also successfully represents sponsors of employee benefit plans subject to IRS tax exams.

Adam prepares and makes presentations to audit, finance, and executive committees of boards of directors to review the results of audit engagements. He advises clients on implementing new internal controls, policies, and procedures recommended in management letters, and on ways to address compliance-related deficiencies.

Prior to joining Citrin Cooperman, Adam was a partner at regional and national accounting firms.
 
Presentation and Publications 
Adam contributes to regular communications and e-alerts for the Not-For-Profit and Employee Benefit Plan practices, facilitates technical training to the audit staff, and actively participates in executive roundtable sessions sponsored by Citrin Cooperman.

Affiliations
Adam is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA) where he is currently on the Manhattan/Bronx Chapter’s Board of Trustees. He also serves on the Government Relations Committee of the Nonprofit Coordinating Committee of New York (NPCC), the finance committee of the Institute of Classical Architecture and Art, and as president of the Oceanview Villas Association.

Education & Licenses
Adam received his B.B.A. in Accounting and Finance from the University of Cincinnati. He is a Certified Public Accountant in the States of New York and New Jersey.

Featured In

Nov 28, 2016

Overtime Pay Expansion Blocked more

Jun 02, 2016

Pitfalls of Reporting on Net Assets more

Nov 19, 2015

Recent Communication Concerning Employee Benefit Plan Audits from the U.S. DOL more

Jun 26, 2015

Do You Have Adequate Backup? What to Consider in Developing Your Disaster Recovery Plan more

May 04, 2015

Partner Adam Reiss Appointed to the Board of Gatewave more

Jun 12, 2014

OMB provides “Uniform Guidance” For Federal Awards more

May 01, 2014

Revenue Thresholds for Audit Requirements Increasing for Not-For-Profits more

Apr 17, 2014

Independent Contractor vs. Employee: What’s the Difference? more

Mar 12, 2014

Fundraising Dinners May Be Subject to NYS Sales Tax more

Feb 20, 2014

New York State Nonprofit Revitalization Act Sets the Stage for Better Governance more

Feb 28, 2012

Citrin Cooperman Partner Reiss Named to NPCC Government Relations Committee more


Events

Apr 05, 2017

Understanding Your Fiduciary Responsibilities more

Feb 02, 2017

Roundtable Discussion: Developing the Right Process and Level of Risk for Your Not-For-Profit Organization's Investment Portfolio more

Jul 14, 2016

Adam Reiss to Discuss Industry Trends and Tips for Managing Your Company's Retirement Plan more

Nov 20, 2015

Adam Reiss to Present on Fiduciary Responsibilities more

Nov 17, 2015

David Rosenbaum and Adam Reiss to Speak at the NYS Society of CPAs more

Oct 29, 2015

Adam Reiss to Present on Fiduciary Responsibilities more

Oct 27, 2015

Partner Adam Reiss Joins Panel at The Plan Sponsor University more

May 27, 2015

Roundtable Discussion: IT Systems - The Importance of a Disaster Recovery Plan and Proper Backup Systems more