Experience
Neil is a director in Citrin Cooperman’s Private Client Services practice based out of the White Plains, NY office. Neil is an experienced professional with over 29 years of experience in the areas of individual income tax, gift and estate planning, and private foundations.
Neil provides a wide variety of tax and consulting services to private high net worth clients in a number of specialized areas including individual and fiduciary income tax, estate and gift tax planning and preparation, private foundation planning and preparation and review of fiduciary accountings in surrogate’s court format for trustees and executors. Also, Neil plays an integral role in teaching and mentoring staff.
Prior to Citrin Cooperman, Neil was a director at Berdon, LLP, which joined the firm in 2023.
CREDENTIALS
Education
Bachelor of Arts in Psychology, Brandeis University
Juris Doctor, New England Law
Master of Laws in Taxation, Boston University School of Law
Licenses
Admitted to practice law in the State of NY
Affiliations
Trust and Estates Section Member, New York State Bar Association
WORK-LIFE BALANCE
Outside the Office
Neil truly enjoys traveling with his wife. They have stepped foot on all seven continents and are trying to visit all 63 U.S. national Parks. Neil is an avid Boston University hockey fan.
Get in touch with Neil S. Lowenthal today.
Fill out the form below to get in direct contact with Neil S. Lowenthal and start your personalized consultation journey.
Get in touch with Neil S. Lowenthal today.
Fill out the form below to get in direct contact with Neil S. Lowenthal and start your personalized consultation journey.