A Trust and Estate CPA Who Knows New York — and Serves New York City
New York state's estate and trust tax rules apply the same way in Manhattan as they do in Melville, and I've built my practice around knowing both. I work with executors, trustees, beneficiaries, and attorneys throughout New York City and Long Island, handling the full accounting picture for trusts and estates under New York law.
New York City Clients Are a Core Part of My Practice — Not an Exception
I'm based on Long Island, but New York City clients have always been a natural fit. Trust and estate accounting work doesn't require a CPA to sit across a desk from you. What it requires is someone who knows New York state's estate tax rules, the EPTL-based fiduciary accounting standards, and how those requirements play out for high-value estates in this state. That expertise travels. Whether you're in the West Village, Midtown, or Forest Hills, the work I do for you is the same.
My practice covers the full scope of trust and estate accounting: fiduciary accountings prepared for Surrogate's Court, Form 1041 trust and estate income tax returns with the required NY IT-205 companion filing, and New York estate tax returns on Form ET-706. Most CPA firms split these services or outsource components. I handle all three.
We believe financial planning should feel understandable, collaborative, and steady.
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We believe financial planning should feel understandable, collaborative, and steady.
This is the text area for this paragraph. To change it, simply click and start typing. Once you've added your content, you can customize its design by using different colors, fonts, font sizes and bullets. Just highlight the words you want to design and choose from the various options in the text editing bar.
Related Services
For New York City Estate and Family Law Attorneys
I work closely with estate attorneys and family law attorneys across New York, and a meaningful portion of that work comes through attorney referrals. If you're an estate attorney handling a matter that involves trust accounting, a taxable New York estate, or a fiduciary accounting that needs to be filed with Surrogate's Court, I can step in as the CPA on the accounting side without disrupting your client relationship.
For family law attorneys, I fill a gap that comes up in almost every contested divorce: the tax and financial analysis that attorneys appropriately decline to provide. I analyze the after-tax value of proposed asset divisions, model spousal maintenance scenarios, and can serve as an expert witness when proceedings require it. My referral relationships with attorneys are built on responsiveness, clear communication, and work that holds up to scrutiny.
Helpful answers for people preparing for what’s next.
Helpful answers for people preparing for what’s next.
frequently asked questions
Helpful answers for people preparing for what’s next.
Do you work with clients in Manhattan and the other boroughs, or only Long Island?
I work with clients throughout New York City, including Manhattan, Brooklyn, Queens, the Bronx, and Staten Island. The trust and estate accounting work I do for New York City clients is identical to what I do for Long Island clients — New York state's rules apply the same way across the state.What is New York's estate tax cliff provision, and why does it matter for NYC estates?
New York's estate tax cliff provision means that if an estate's value exceeds 105% of the state exemption, the entire estate becomes subject to New York estate tax — not just the amount above the threshold. For estates in New York City, where property values are often high, this provision can produce a significantly larger tax liability than the estate's owners anticipated. I prepare Form ET-706 returns with full awareness of how this provision applies.Can you prepare a fiduciary accounting for a New York estate that needs to go to Surrogate's Court?
Yes. I prepare fiduciary accountings in accordance with New York EPTL standards, formatted for Surrogate's Court when court filing is required. This includes accountings for executors and trustees who need to render a formal account to beneficiaries or to the court.Do you work with divorce attorneys in New York City on financial analysis for their clients?
Yes. I work with family law attorneys as a referral resource for the financial and tax analysis that attorneys appropriately don't provide themselves. That includes after-tax asset division analysis, spousal maintenance modeling, and child support tax analysis. I'm also available as an expert witness in divorce proceedings when the matter requires it.What's the best way to get started if I'm a New York City client?
The easiest step is to schedule a consultation through my online calendar. We'll talk through your situation, I'll let you know whether it's within my scope, and we can discuss what the engagement would look like. There's no obligation attached to the initial conversation.