ITA RAHILLY

Ita M. Rahilly has more than 35 years of public accounting experience providing tax planning, compliance, and advisory services to closely held businesses, business owners, high-net-worth individuals, and nonprofit organizations. She helps clients navigate complex tax matters and develop strategies that support their financial, business, and legacy planning objectives. Ita is widely recognized for her expertise in estate and trust planning, succession planning, corporate and partnership taxation, international tax matters, and nonprofit information reporting, providing comprehensive guidance on some of the most intricate areas of tax law. She is also a trusted advisor to multigenerational families and business owners, helping them structure tax-efficient wealth transfer and succession strategies that align with their long-term goals. Beyond her client service responsibilities, Ita has played a significant role in shaping the profession through leadership positions with the AICPA and NYSSCPA, including authoring and co-authoring comment letters to the Internal Revenue Service on proposed regulations and technical matters affecting trusts and estates. Her extensive involvement with professional organizations, financial institutions, and estate planning councils further reflects her standing as a respected leader within the tax and advisory community. 

Certifications & Education

• Certified Public Accountant in New York
• Accredited Estate Planner (AEP)
• University of Notre Dame, Bachelor of Business Administration in Accounting