Ms. Caruso is a director in Citrin Cooperman’s tax practice based out of the White Plains office. She is an experienced professional with over 10 years of experience in public accounting. Ms. Caruso provides a wide variety of tax services including wealth transfer, charitable and retirement planning, and tax compliance. She has a strong background in working with high-net-worth individuals, estate and gift, and fiduciary tax. Ms. Caruso has served as an efficient manager for multiple tax teams and has a track record of developing effective working relationships with clients to gain insight of their goals and the financial and personal issues that shape them.

Mr. DeFilippis is a director with over 10 years of tax experience. He specializes in gift, estate, and fiduciary taxation and planning. He brings a unique skill set to all areas of wealth transfer planning and compliance including estate, gift, generation-skipping transfer tax planning, fiduciary income tax, fiduciary accounting, charitable planning, and business succession planning. Prior to joining Citrin Cooperman, Mr. DeFilippis practiced law for some of New Jersey’s top law firms in the areas of estate planning, including drafting and implementing of complex estate planning documents; estate administration; estate and gift tax compliance; probate litigation’ and guardianships. His legal experience provides him with a unique and well-rounded perspective in areas of the trust and estate planning and compliance that serves his clients well at Citrin Cooperman. Mr. DeFilippis is admitted to the New Jersey, New York, and Florida bars.

Ms. Ferrantelli has a diverse background in public accounting with over ten years dedicated to delivering complex Trust, Estate, Gift and Generation Skipping Transfer Tax planning, administration, and tax services to the clients she serves. As director, She has broad national tax experience. Ms. Ferrantelli has a deep understanding of fiduciary and transfer taxes and employs a collaborative approach with clients and their advisors to ensure client goals are defined, implemented and achieved. Planning areas include multi-generational wealth preservation through transfer tax strategies, charitable giving and succession planning. She also assists individual and corporate trustees with administration services by way of providing fiduciary accounting services and complex tax analyses.

Ms. Oboda has nearly two decades of experience in public accounting. With a focus in trust and estates, she provides tax, financial, estate, and succession planning. She specializes in coordinating family group returns, including their entities, trusts, and private foundations, in addition to their personal returns. Ms. Oboda’s clients include trusts and estates, high net worth individuals, closely-held businesses. She is an active member of the firm’s Trusts and Estates Practice. Ms. Oboda has presented at a number of events and has written a number of articles relating to estate planning. She has a well-rounded background due to her experience working at firms that has exposed her to all aspects of engagements, including bookkeeping and attest work (401k and not-for-profit audits). Ms. Oboda has significant tax experience, working with corporate, partnership, S-Corp, trusts, and individual returns, awarding her with an in-depth understanding of the engagement and her client’s transactions.