Sara is a Managing Director at CBIZ Marks Paneth. She specializes in individual and fiduciary tax preparation and advisory services. Sara has extensive experience working with estates and trusts. She is a member of the Society of Trusts and Estates Practitioner (STEP), which is a leading worldwide professional body for practitioners in the fields of trusts, estates and related issues, and is a designated Trusts and Estates Practitioner (TEP).