Experience

Angela is a tax director in Citrin Cooperman’s Trust and Estate Services Practice. She has a diverse background in public accounting with over ten years dedicated to delivering complex Trust, Estate, Gift and Generation Skipping Transfer Tax planning, administration, and tax services to the clients she serves.

As director, Angela has broad national tax experience. She has a deep understanding of fiduciary and transfer taxes and employs a collaborative approach with clients and their advisors to ensure client goals are defined, implemented, and achieved. Planning areas include multi-generational wealth preservation through transfer tax strategies, charitable giving, and succession planning. Angela also assists individual and corporate trustees with administration services by way of providing fiduciary accounting services and complex tax analyses.