Stuart B. Kotler

CPA, J.D., Managing Partner CPA, J.D., Managing Partner

EXPERIENCE HIGHLIGHTS

Stuart B. Kotler,
Co-Managing Partner of Berdon LLP, has been with the Firm for more than 30 years. He has extensive experience serving as an accounting and business advisor to prominent real estate companies as well as to family-owned and closely held businesses. Often representing clients as the key negotiator in complex transactions, Stu specializes in structuring, acquisitions, workouts, and tax planning. He has also been instrumental in the formation and operation of Real Estate Investment Trusts.

His recent real estate and other business experience includes:

  • Planning and structuring joint venture arrangements
  • Advising and negotiating sales and acquisitions
  • Obtaining securitized financing
  • Formulating lease arrangements
  • Utilizing like-kind exchanges

Stu’s service approach focuses on dealing with the economic, business, and family issues impacting his clients. In this role, he assists clients with issues concerning the operations of their business from an economic and tax perspective, as well as with trust and estate and personal financial planning. Stu has also been involved with the Firm’s litigation support department and has qualified Berdon as an expert in New York State Supreme Court.

PROFESSIONAL MEMBERSHIPS AND ACTIVITIES

American Bar Association

  • Section of Taxation

American Institute of Certified Public Accountants

New York State Bar Association

New York State Society of Certified Public Accountants

Apple Bank for Savings

  • Director
  • Member, Executive Committee
  • Member, Asset and Liability Committee
  • Member, Loan Committee

EDUCATION AND LICENSES

Stu graduated from New York University with a Bachelor of Science degree in accounting.
He went on to earn a Master of Business Administration in taxation at NYU while simultaneously
attending Cardozo Law School, where he received a Juris Doctor degree. In 1985, he obtained his
license as a certified public accountant in the NY. He was admitted to practice law before
the Courts of NY and the U.S. Tax Court in 1983.