Who
Rebecca has over 20 years of experience in consulting with clients on various tax matters such as estate and gift planning, structuring of partnerships, state and local tax issues, as well as providing general tax advice. She has worked with clients in nearly every industry and has concentrated on the needs unique to the closely-owned business, their owners and families.
Throughout her tax career, Rebecca has gained general business and management skills that she is now using to serve her clients. She now spends most of her time as a Legacy Wealth Coach®, providing guidance to individuals and families, and as a certified Kolbe Method™ consultant providing organizational development and employment consulting.
Prior to joining the firm, Rebecca was a senior tax manager at Deloitte and Touche, specializing in pass through entity taxation.
- Bachelor of Science Degree in Accounting, The University of Kentucky High Distinction, Departmental Honors in Accounting
- Master of Arts in Clinical Psychology with an Emphasis in Marriage and Family Systems, Pepperdine University
Why
- An uncommon passion for client-centered outcomes
- Over 20 years of experience
- Extensive experience working with families, closely-held businesses and their owners in the manufacturing, real estate and service sectors
What
Legacy Wealth Coach and Certified Kolbe Consultant that helps clients with...
- Values-Based Insight Planning
- The Kolbe Wisdom™
- Family Business Taxation
- Estate and Gift Tax Planning
- Post Mortem Trust and Estate Administration
- Pass-Through Entities
- Management Succession
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