PALM BEACH COUNTY ESTATE PLANNING COUNCIL

Accountant

Additional Information: I’m a Partner, National Tax - Trusts & Estates with a deep specialization in trusts and estates, focusing on high-net-worth individuals and their unique financial needs. In my role, I blend tax compliance with sophisticated consulting to help clients strategically plan for taxes and wealth transfer. My passion lies in guiding high-net-worth families through the intricacies of estate planning, whether it’s establishing effective annual gifting plans, advising on the creation or revision of trusts and wills, or restructuring family investments to optimize generational wealth transfer. My expertise extends to trust accounting services and domestic taxation for foreign trusts, ensuring that complex tax scenarios are navigated with precision. I am adept at year-round income tax planning and handle the preparation and review of a variety of returns, including those for individuals, trusts, gifts, estates, small family-owned entities. I also help families understand the complexities surrounding and US reporting of foreign estates and trusts and assist families in planning for the transfer of wealth from in a multijurisdictional setting.