Charlotte, North Carolina, United States
My experience is focused in the areas of ultra-high and high net-worth individuals, estates, gifts, and trusts, as well as the business interests those individuals may invest in or own. I have 25+ years of experience practicing as a CPA and attorney in my areas of focus, which provide me both the knowledge and ability to work with a variety of clients. I help them to achieve goals via income tax planning, estate planning, wealth transfer, and asset protection. I am also a certified coach, which I obtained as a result of my passion for mentoring, teaching, and leading. I currently lead the team at Vanguard of subject matter experts who support our financial advisors and ultra high net worth clients through holistic wealth and estate planning services. We are industry leaders in these areas of planning, and have helped thousands of families to pass wealth to future generations, minimize taxes, and meet their financial goals.
I lead the Wealth and Estate Planning team in the Advice and Wealth Management division. We provide wealth, income tax, estate planning, and business succession planning as part of the advice offer to our ultra-high net worth investors at Vanguard to help them preserve wealth, pay less tax, and effectively pass their legacy to future generations.
• Review and sign complex federal and state estate, gift, and trust tax returns. • Experienced with hedge fund and private equity K-1s, ESBTs, GST late allocations, split interest trusts, GST inclusion ratio calculation, and community property laws. • National tax reviewer and independent reviewer for estate, gift, and trust returns signed by others. • Manage preparation and review staff across the US and in India. • Interpret and advise on complex estate planning documents and transactions for proper completion of tax returns. • Research and advise on individual income tax, entity tax, and foreign reporting issues, and other ancillary matters to estate, gift, and trust return preparation and estate planning techniques. • Manage a book of business, including preparing budgets, billing, and completing internal control documents and programs to ensure independence.
I coached stressed out professionals and leaders helping them to achieve their goals and find happiness while reducing stress, overcoming unhelpful patterns, creating purpose, and discovering creative tools and strategies for problem-solving. I continue to use my coaching skills in my manager position with EY.
• Reviewed federal and state tax returns for high net-worth individuals, trusts, estates, and businesses, including partnerships, S‐corporations, and LLCs, with a focus complex trust, estate, and gift tax returns. • Represented clients before tax authorities, including the IRS and TX Comptroller, on a variety of business and individual tax issues. • Managed staff and senior accountants, ensured timely and profitable completion of projects, scheduled and assigned workload, determined budgets for completion, and tracked progress. • Reviewed work of other managers in the areas of estates, gifts, and trusts, and on complex tax matters like 1031 exchanges and stock options. • Worked remotely with the team, strategizing to develop cohesive bonds with other team members and meeting individually with team members frequently to increase trust and rapport when working on projects.
Career break during COVID to help my middle school and high school children manage through the pandemic, to succeed in school while learning remotely, and then as they returned back to school in-person.