Stefanie Cartwright da Costa
JD, Senior Manager
CohnReznick Advisory LLC
As a senior manager in the Trust and Estates practice, Stefanie Cartwright da Costa specializes in income, estate, and gift taxation as well as estate administration (Form 706, estate tax returns). She advises high-net worth clients, executors, and trustees on tax strategy in these areas and oversees tax filings on their behalf.
Experience and credentials
17 years of experience as a trusts and estates practitioner formulating and drafting tax-sensitive wills and trusts
Well-versed in estate planning and post-mortem tax planning strategy
Specializes in tax filings in the areas of income tax, estate tax, inheritance tax, generation-skipping tax, and gift tax
Previously served as a litigation attorney for two large New Jersey law firms
Additional experience includes working as an attorney in law firms and accounting firms
Education
JD – Seton Hall University
Professional affiliations
New Jersey State Bar Association – Member
New York State Bar Association – Member
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