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As a member of the firm’s wealth management tax practice, I specialize in helping family offices and ultra-high-net-worth clients maximize the after-tax value of their balance sheets so that they can better achieve their financial goals.
My specialties include multi-generational income, trust, gift and estate tax planning, and compliance. I’m an integral leader of the firm’s gift tax practice and assist clients with implementing a variety of wealth transfer strategies.
I also work to promote our firm’s profile in the community. For me, that often means sharing my technical expertise. I’ve showcased my expertise in multi-generational tax planning at external conferences and through firm-sponsored webinars, including “A legacy of stardust: transferring wealth to your grandchildren” which can be viewed on demand here. I’ve authored articles on gift and estate planning and have been featured as a guest columnist for the American Bar Association and the American Endowment Foundation.
I’m a member of the AICPA and Illinois CPA Society. I’m a proud University of Michigan–Dearborn graduate with a BBA in Accounting and a Master of Science in Accounting.
