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Jordan M. Epstein, CPA

Director

Jordan Epstein is a director with over nine years of experience providing assurance and attestation, tax, and business consulting services to his clients. He serves clients in various industries, with his primary area of expertise in the real estate industry, working with owners, operators, and developers. He also advises businesses in the manufacturing and distribution industry and provides business management services to high net worth individuals, their families, and their businesses.

Jordan provides a range of services in the areas of compliance, financing, budgeting, cash flow projections, and accounting-related matters to some of the country’s most successful real estate owners and developers on their residential and commercial real estate projects. He has advised his real estate clients on deal structuring and sourcing, real estate investment trust (“REIT”) compliance, carried interest projections, loan refinancing, and tax planning initiatives such as 1031 (like-kind) exchanges and cost segregation studies. 
 
Overall, Jordan relies on his attention to detail and risk prioritization to efficiently resolve client issues. He combines technical acumen and insight to take a proactive approach with his clients by focusing on preparation and strategic planning. All of this allows him to help provide superior client service.
 
Jordan is active in the firm’s Real Estate and Manufacturing and Distribution Practice Committees. 

Education & Licenses
Jordan earned a Bachelor of Science degree from the Charles H. Dyson School of Applied Economics and Management at Cornell University in 2008. Jordan is a Certified Public Accountant in the State of New York.

Outside the Office 
Jordan enjoys traveling, skiing, and playing golf and tennis. He also manages the NYC Cornell Alumni softball team and plays on the Citrin Cooperman softball team.