NEW YORK: T: (212) 697-1000
Experience
Eric Itzkowitz is a partner specializing in providing tax, advisory, and estate planning and administration services to trusts and estates, high net worth individuals, family groups, and closely held businesses. Eric is also a member of Citrin Cooperman’s Trust and Estate Advisory Board.
Eric’s broad professional career includes extensive public accounting experience. He was formerly a director and partner at local and regional CPA firms specializing in trusts and estates, high net worth individuals, and related fields.
Eric has also practiced law, and spent three years as an attorney with the law firm of Bergman, Horowitz & Reynolds P.C. (now known as Withers Bergman LLP) in New Haven, Connecticut, where he focused on trusts and estates and tax law for private clients, including developing and implementing sophisticated estate plans and lifetime transfer strategies to achieve inter-generational transfers of wealth with maximum estate, gift, and generation skipping transfer (GST) tax savings.
CREDENTIALS
Education
Bachelor’s Degree, cum laude, State University of New York at Albany
Juris Doctor, cum laude, Fordham University School of Law
Licenses
Certified Public Accountant in the State of New York
Certified Financial Planner
Admitted to the New York State and Connecticut State Bars, and to practice before the U.S. Tax Court
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, New York State Bar Association (NYSBA)
Member, Society of Trust and Estate Practitioners (STEP)
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My goal is to develop value-added relationships with clients and partner with them to identify, evaluate, and successfully implement their growth strategies.
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Get in touch with Eric Itzkowitz today.
Fill out the form below to get in direct contact with Eric Itzkowitz and start your personalized consultation journey.