Partner Promotions
Promoted to Partner
Shekhar Basnet, Partner Service Line Group: Business Advisory Solutions
Shekhar Basnet is a partner with specialization in tax and accounting in various industries. Shekhar has been heavily involved in the purchase and sales of camp businesses, as well as with obtaining additional financing.
Shekhar has also worked in various industries such as real estate, manufacturing, and services, managing client engagements and meeting client expectations. He has assisted clients with PPP, EIDL, ERC, and other state grants and is wellversed in all tax areas, including payroll and sales and use tax.
Jennifer Cohen, Partner Service Line Group: Forensic, Litigation & Valuation Services
Jennifer Cohen is a partner in the firm’s Valuation Advisory Services Practice. She brings more than 10 years of experience providing valuation consulting services for a variety of purposes, including litigation support (ex. shareholder and matrimonial disputes), corporate planning, estate and gift tax planning, mergers and acquisitions, and financial reporting.
Melissa Davis, Partner Service Line Group: Business Process Outsourcing
Melissa Davis is a partner within Citrin Cooperman’s Business Process Outsourcing Practice. With over 20 years of experience in public accounting, private industry, and consulting, Melissa is a seasoned professional and a trusted advisor across various sectors including professional services, real estate, and the restaurant and hospitality industries. She is recognized as an indepth subject matter specialist for law firms.
Promoted to Partner
Christopher DeFilippis, Partner Service Line Group: Private Client Services
Christopher DeFilippis is a partner with over 10 years of tax experience. He specializes in gift, estate, and fiduciary taxation and planning. He brings a unique skill set to all areas of wealth transfer planning and compliance including estate, gift, generation-skipping transfer tax planning, fiduciary income tax, fiduciary accounting, charitable planning, and business succession planning.
Paige Jacobsen, Partner Service Line Group: Audit and Attest
Paige Jacobsen is an audit and attest director with over a decade of experience in public accounting. Paige is an experienced professional in affordable housing and regulatory reporting and serves companies in various industries, including not-for-profit and real estate. She leads attest and non-attest engagements including GAS (Yellow Book), Uniform Guidance (Single Audits), other regulatory and financial statement audits, compilations, reviews, and agreed-upon procedure engagements. Her clients and colleagues rely on Paige’s expertise in navigating the regulatory landscape, implementing new accounting standards, and embracing the opportunities provided by the ever-evolving environment.
Promoted to Partner
Ajay Mishra, Partner
Service Line Group: Forensic, Litigation & Valuation Services
Ajay Mishra is a partner in the firm’s Valuation and Forensic Services Practice with over 13 years of experience. His expertise focuses on portfolio valuation for clients in the alternative asset management space, as well as transaction-related valuations.
Ajay specializes in advising a wide range of alternative asset managers including hedge funds, private equity funds, private lenders, real estate investment trusts (REITs), and business development companies (BDCs).
Deepak Nair, Partner
Service Line Group: Audit and Attest
Deepak Nair is a partner in Citrin Cooperman’s Financial Services Industry Practice. He has extensive experience serving clients ranging from large public investment advisers to startup alternative asset managers with complex fund structures, investment strategies, and financial instruments.
Jason Park, Partner Service Line Group: Audit and Attest
Jason Park is a director in the firm’s New York City office. He has more than 10 years of experience in public accounting, performing services such as audits, reviews, compilations, and business consulting to private and public clients. He services clients primarily in the real estate industry. Jason advises some of the nation’s most successful real estate owners and developers on their real estate projects.
Promoted to Partner
Joseph Talluto, Partner Service Line Group: Business Advisory Solutions
Joseph Talluto is a partner in the firm’s New York City office specializing in providing accounting, tax, and consulting services. Joseph has extensive experience working with construction firms to meet their unique accounting and tax needs, as well as with clients in wholesale distribution and professional services such as architecture, advertising, and engineering. In addition to tax planning and accounting, he is also experienced in employee benefit plan audits, shareholder agreements, and partner/ shareholder buyouts.
“Citrin Cooperman” is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.