Sara Rabi Named to Elite List of New York Wealth Management ProfessionalsFeatured: Sara Rabi | January 23, 2020
Sara Rabi, Partner in the Private Client Services Group at Marks Paneth, has been named to the Citywealth Leaders List, an elite list of New York wealth management professionals recommended by the UK-based publication. Sara's profile highlights her impressive path to Partner at Marks Paneth as well as her focus on anticipating the needs of her high-net-worth clients, which enables her to serve as a trusted advisor and a key resource in the navigation of tax law changes and complex trust & estate tax planning issues.
Read more: Citywealth
About Sara Rabi
Sara Rabi, CPA, TEP, is a Partner at Marks Paneth LLP. She specializes in individual and fiduciary tax preparation and advisory services. She has extensive experience working with estates and trusts. Ms. Rabi 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). Ms. Rabi serves... READ MORE +