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Estate Planning


Committee Members

To view a member's contact information, click on the member's name (for NYSSCPA members only)

Robert S. Barnett
Capell Barnett Matalon & Schoenfeld Nassau
Heather M. Oboda
Vice Chair
Citrin Cooperman LLPWestchester
Marc A. Aaronson First Manhattan CompanyWestchester
Melissa A. Abbott Berdon LLP Manhattan/Bronx
Joel E. Ackerman Richards Witt & Charles LLP Suffolk
Marlon J. Altoe Eagle Strategies LLCManhattan/Bronx
Richard H. Bader Unknown Accounting FirmManhattan/Bronx
David M. Barral Northern TrustManhattan/Bronx
David M. Beck David Beck, CPASuffolk
Jane E. Bernardini Anchin Block & Anchin LLP Manhattan/Bronx
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Join This Committee

About the Estate Planning Committee

Committee Action Plan

Who We Are:

Our mission is to continue to educate ourselves, or clients and the general public about the transfer tax laws and latest planning techniques and strategies available today.

What We Do:

Estate Planning provides a discussion forum and dissemination of information to members with respect to specific sections of Internal Revenue Code and related state laws dealing with the transfer tax laws and the planning techniques and strategies available today.

Who Should Join:

The Estate Planning Committee consists of CPA's who may also be attornyes, CLU's, ChFC's or PFS's, who practice at the forefront of estate planning in the U.S. today.