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Real Estate CFO & COO West
May 8-9, 2025
Waldorf Astoria Monarch BeachDana Point, CA

Stephen Lee
Partner at Citrin Cooperman
Speaker

Profile

Steve Lee is a tax partner in Citrin Cooperman’s West Los Angeles office and leads the national REIT practice at Citrin Copperman. He has over 30 years of professional tax experience in public accounting, providing tax consulting and compliance services to public and private real estate companies and private equity firms.

Steve’s tax expertise includes partnership and corporate taxation. He serves and supports his clients through all phases of an entity’s lifecycle: structuring, acquisitions, operations, and dispositions. Steve has extensive experience with Mortgage and Equity REITs, real estate funds, leveraged buyout funds, growth equity funds, special debt funds, and management companies.

Prior to joining Citrin Cooperman, Steve spent 15 years with Ernst and Young’s Financial Services Real Estate tax practice, and over 7 years with PwC’s Financial Services Real Estate tax practice. During his time there, he served as the engagement partner on domestic and foreign real estate funds for global and regional asset management companies as well as public and private REITs across multiple real estate sectors.

Agenda Sessions

  • Tax outlook under a new administration

    2:00pm

At this event