WESTCHESTER: T: (914) 949-2990
Experience
Barbara Lane is a consultant with over 35 years of experience providing tax compliance, planning, reporting, and representation services.
Barbara’s clients include trusts and estates, high net worth individuals, closely-held businesses, and not-for-profits. As a tax specialist, Barbara devotes a substantial amount of her practice to providing clients with expert guidance in the areas of compliance, planning, and trusts and estates. She helps clients grow and preserve their wealth through various tax-efficient strategies, as well as plan for the future through gifting and succession programs.
For her clients in the not-for-profit sector, Barbara brings a wealth of knowledge to the complex tax compliance and reporting guidelines associated with this industry. She works closely with clients to help ensure that they maintain their status and act within regulation.
Previously, Barbara worked for Robbins Greene Horowitz Lester & Company, which joined Citrin Cooperman in 1997.
CREDENTIALS
Education
Bachelor’s Degree in Accounting, Magna Cum Laude, Queens College of the City University of New York
Master of Science in Taxation, C.W. Post, Long Island University
Licenses
Certified Public Accountant in the State of New York
Presentations And Publications
Barbara is often engaged to lecture, most recently for the New York State Society of Certified Public Accountants (NYSSCPA) and the Estate Planning Council of Westchester County, among other organizations. She has also led two of the firm’s seminar series for the local community, Driving Your Business.
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, New York State Society of Certified Public Accountants (NYSSCPA)
Member, Westchester Estate Planning Council
Instructor, Citrin Cooperman’s Continuing Education Program
Get in touch with Barbara Lane today.
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"My philosophy is to take as much interest in my client's financial affairs as I would in my own. This has lead to long relationships with my clients and success for all of us."
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Get in touch with Barbara Lane today.
Fill out the form below to get in direct contact with Barbara Lane and start your personalized consultation journey.