Debbie brings more than 30 years of experience in taxation to her role at Michael Best, where she provides a variety of services related to trust and estate tax planning to clients.
She provides strategic guidance on:
- Gift, trust, and estate tax planning and compliance
- Tax planning and compliance for high net worth individuals and family groups
- Tax planning related to investments, real estate, partnerships and small businesses
Debbie has worked on more than 150 estates and has annually overseen the preparation of more than 300 fiduciary income tax returns. Known to her clients as an excellent resource on investments, she has successfully worked with large family groups which include trust and entity returns in addition to personal returns and intra-family planning.