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Eric Itzkowitz, CPA, CFP®, JD, TEP

Director

Eric Itzkowitz is a director specializing in providing tax, estate planning and administration, and advisory services to trusts and estates, high net-worth individuals, family groups, and closely-held businesses.  Eric is also a member of the firm’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 specialized in 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.
 
Presentations & Publications
Eric authored the article “New York State Makes Significant Changes to Estate and Trust Tax Laws” (© 2014 Marks Paneth LLP). He also edits articles and updates on taxation and trust and estates for internal and external distribution.
 
Affiliations
Eric is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Bar Association (NYSBA), and the Society of Trust and Estate Practitioners (STEP).
 
Education & Licenses
Eric holds a B.S. in Accounting, cum laude, from the State University of New York at Albany, and a J.D., cum laude, Order of the Coif, from the Fordham University School of Law. He is admitted to practice law in the states of New York and Connecticut, as well as to practice before the United States Tax Court. Eric is also licensed as a Certified Public Accountant in the State of New York and is a Certified Financial Planner®.