Marjorie Horwin
Private Client Services Principal @Kaufman Rossin
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WORK HISTORY
Private Client Services Principal @Kaufman Rossin
Boca Raton, FL, US
EDUCATION
University of Miami
Bachelor of Business Administration - BBA
University of Miami
Master of Science in Taxation
SKILLS
ABOUT MARJORIE HORWIN
Marjorie Horwin is a Principal in the Private Client Services group that is part of the Tax Advisory Services practice. She brings over three decades of experience serving high-net-worth individuals and owners of closely held businesses to establish plans that focus on family wealth protection.Marjorie specializes in working with clients to minimize income and transfer taxes, provide asset protection, facilitate business succession, and address charitable planning issues. She leverages her extensive expertise in the areas of income, trust, gift, and estate tax planning and compliance to structure plans that enhance income and estate tax efficiency. She also represents clients in income, gift, and estate tax examinations.Additionally, Marjorie provides litigation support for estate and trust controversies as well as consults on international income and estate planning issues.
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