Sara Rabi, C.P.A.

Sara Rabi, CPA, TEP, is a Partner at Marks Paneth LLP, recognized for her expertise in individual and fiduciary tax advisory services. She has developed a strong reputation for guiding clients through the complexities of estate and trust planning, ensuring strategies are not only effective but also aligned with long-term financial goals. Her distinguished membership in the Society of Trust and Estate Practitioners (STEP) and her designation as a Trusts and Estates Practitioner (TEP) underscore her standing as a trusted authority in the field.

⚖️ Trust & Estate Expertise
A core area of Sara’s practice is estates and trusts, where she applies her deep technical knowledge to succession planning, inheritance, and fiduciary compliance. Her guidance ensures that wealth is preserved and transferred with clarity and efficiency.

? Individual Tax Advisory
In addition to her estate-focused work, Sara offers comprehensive support in individual tax planning and preparation. She helps clients minimize tax liabilities while maintaining compliance, providing peace of mind in an often complex financial landscape.

? Global Perspective
Sara’s role as a TEP gives her a unique international perspective on cross-border taxation and estate planning. This enables her to support clients with worldwide assets and interests, navigating intricate regulations with confidence.

? Client-Centered Approach
At the heart of her practice is a commitment to client service. Sara works closely with individuals and families, offering personalized solutions that reflect their unique circumstances and long-term objectives.