Sahri D. Zeger, JD, MBA, leads the Trust & Estates group. She has more than 20 years of experience as a tax attorney and trusted advisor to high-net-worth individuals and successful business owners. In this role, she provides expertise in address the wealth preservation, estate planning, and business succession goals of our private clients, developing sophisticated tax strategies and multi-generational estate plans to meet their business, family, and charitable goals.
Sahri Zeger
JD, MBA, Partner – CohnReznick Advisory LLC
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Sahri+Zeger [email protected]Experience and credentials
Comprehensive technical knowledge of estate and gift reporting rules, as well as extensive experience in identifying exposure points
Before joining CohnReznick, served as a principal in a Boston-based accounting, tax, and advisory firm, providing high net worth individuals and family groups with tax compliance, fiduciary planning, estate, trust, private foundation, and gift tax services
In addition to English, speaks both French and German
Education
J.D. – University of Connecticut School of Law
MBA, Accounting and Finance - University of Connecticut
B.A., Bachelor of Arts, French Language and Literature – University of Massachusetts, Amherst
Professional affiliations
American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
Attorney admitted in Massachusetts and Illinois
Boston Estate Planning Council – Networking Committee
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