Sarah Gaymon
Partner – CohnReznick Advisory LLC
Sarah Gaymon specializes in Trusts and Estates services and has extensive experience guiding high-net-worth families and individuals through the complexities of estate planning. This includes establishing successful annual gifting plans, advising on the tax benefits and risks of various trust structures, and restructuring family investments to optimize generational wealth transfer.
Experience and credentials
Advises high-net-worth individuals, families, and family businesses, providing thorough compliance services along with sophisticated advisory services that help them strategically plan for taxes and wealth transfer
Expertise includes fiduciary accounting, trust accounting services, domestic taxation of foreign trusts, and year-round income tax planning and preparation and review of a variety of returns, including those for individuals, trusts, gifts, estates, and family-owned entities
Additional experience advising families on the nuances of U.S. reporting of foreign estates and trusts, assisting them in the transfer of wealth from a multijurisdictional setting
Former Director of Tax Services, Trusts & Estates for a South Florida advisory and CPA firm
Began public accounting career as a high-net-worth individual tax accountant for a Big Four firm
Education
M.S., Taxation Accounting – St. John’s University – Peter J. Tobin College of Business
B.S., Accounting – St. John’s University – Peter J. Tobin College of Business
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