Eileen B. Cozzi, <span class="title">CPA, JD, LLM</span>

Eileen B. Cozzi, CPA, JD, LLMTax Manager

P 312.670.7444 | F 312.670.8301

Eileen Cozzi, has over 20 years of experience in providing estate planning services. Her focus is on complex estate, gift and income tax planning, and estate and trust administration. Eileen’s estate planning experience includes advising clients on a variety of estate planning matters and working with their other advisors to implement tax and financial strategies. Eileen also assists clients with estate administration through the coordination and preparation of federal fiduciary income, gift and estate tax returns. Before joining ORBA, Eileen worked as a trusts and estates and tax attorney.

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Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

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