Rebecca Snyder

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 currently uses to serve her clients. She 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.

In addition to helping high-net-worth families with tax-minimization strategies for asset growth, protection, and transfer of wealth from one generation to the next, Rebecca also helps families more effectively transfer wealth between generations using our unique values-based model. By using human, intellectual, social, and structural capitals to strengthen financial capital, Rebecca is able to enhance traditional estate planning practices.

Prior to joining the firm, Rebecca was a senior tax manager at Deloitte and Touche, specializing in pass through entity taxation.

Education and Certifications

  • Bachelor’s of Science Degree in Accounting, The University of Kentucky High Distinction, Departmental Honors in Accounting
  • Master’s of Arts in Clinical Psychology with an Emphasis in Marriage and Family Systems, Pepperdine University


Rebecca has an uncommon passion for client-centered outcomes along with over 20 years of experience. She works closely with families, closely-held businesses and their owners in the manufacturing, real estate and service sectors. Rebecca is also a Legacy Wealth Coach and Certified Kolbe Consultant.

Connect With Rebecca

Rebecca Snyder
Tax Partner


Practice Areas

  • Families & Individuals of Wealth
  • Closely Held Companies
  • Women Owned Businesses

Practice Specialty

  • Family Wealth Practice
  • Business Advisory Practice

Service Specialty

  • Family Tax Compliance and Planning
  • Succession Planning
  • Family Wealth Planning
  • Estate, Gift & Trust

Industry Experience

  • Professional Services
  • Real Estate