I lead the firm’s estate tax compliance practice. Our team works closely with family members and their trusted advisors to navigate the tax reporting requirements unique to the passing of a loved one. My expertise includes estate tax compliance, fiduciary income tax, and planning as it relates to high-net-worth individuals. My clients are the executors and trustees of a decedent’s estate.
I was attracted to this career because I enjoy working with a variety of clients and having new challenges with each engagement. My clients appreciate that I’m knowledgeable in an area that is unknown to most and compassionate as we work through the process. With more than 25 years of experience, I consider it my greatest career accomplishment to have found an area of focus that I’m passionate about and truly enjoy.
I’ve recently spoken on “Conducting an Estate Settlement Fire Drill – What Should Be on Your Checklist?” for the Family Office Exchange and “Preparing Gift and Estate Tax Returns” for the Institute of Continuing Legal Education. I’m also involved in the Greater Grand Rapids 100+ Women Who Care. I hold a B.B.A. in accounting from Western Michigan University.
When I’m not at the office, I enjoy golfing, watching the Detroit Tigers, walking with my family and our dog, “collecting” craft beers at new breweries, and reading on my deck during the amazing Michigan summers.