Alan Badey Email Address

Staff and Senior Accountant

Citrin Cooperman is among the largest, nationally recognized full-service CPA firms in the United States currently ranked in the top 25. With offices in New York, NY; White Plains, NY; Livingston, NJ; Norwalk, CT; Philadelphia, PA; Plainview, NY; Bethesda, MD; Braintree, MA; Woburn, MA; and Gujarat, India, Citrin Cooperman has steadily built its business serving a diverse and loyal clientele since 1979. Our daily mission is to help our clients focus on what counts. We enhance the business and personal lives of our clients through our customized approach which includes offering a wide range of attest, assurance, tax, and business advisory services, including valuation and forensic services, across the globe. Citrin Cooperman has deep experience in a variety of industries, including entertainment, financial services, franchising, health care, private equity, real estate, and technology. Citrin Cooperman is an independent firm associated with Moore Stephens International Limited

As a Tax Partner, I have more than 30 years of experience in the areas of tax, financial, estate, and succession planning. My clients include closely held businesses and business owners in a diverse array of industries, including real estate, health care, law firms, apparel, and manufacturing and distribution. I also work with high net worth individuals. Prior to joining Citrin Cooperman, I was the managing partner and co-head of the Trusts and Estate department for a local firm. As Co-Chair of the firm’s Trusts and Estate practice, I bring a wealth of knowledge and experience to all facets of planning for growth and the future. I help clients achieve both their business and personal goals, which are often intertwined. My areas of expertise include developing strategies for succession and retirement, as well as creating multi-generational wealth preservation and gifting programs. I also represent clients before various taxing authorities. I help clients overcome the many challenges associated with succession and estate planning. I often collaborates with my clients’ other advisors to ensure a holistic approach.