SPECIALISTS

Eric Itzkowitz

Partner, Citrin Cooperman Advisors LLC

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)

Get in touch with Eric Itzkowitz today.

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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.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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