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Experience

As the firm’s fiduciary income tax practice leader, I specialize in assisting trustees with tax planning and compliance in relation to trust taxation, as well as formal trust accountings so that they can meet their fiduciary responsibilities. For more than 15 years, I’ve helped high-net-worth individuals and their families with income, estate, and gift tax planning, and compliance. Additionally, I assist with plans to financially provide for their heirs and charities once they have passed.

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Specializes In

I started dance lessons when I was four years old. I’ve been trained in ballet, tap, jazz, pointe, Irish step, and clogging. Even though I don’t have the time to do it now, I am still a dancer at heart.

Additional Thoughts

Planning for your older self
Scott Carano Wealth Management
Article April 22, 2019 4 min read
Estate planning: What your family needs to know when you’re gone
Cheri Stein Wealth Management
Article April 22, 2019 2 min read
Retail sales surge in March
Jim Baird Wealth Management
Blog April 18, 2019 1 min read