Brown Smith Wallace
Ann is a Partner in the Brown Smith Wallace Tax and Family Wealth Planning Group. She brings more than 25 years of experience to bear advising clients on tax issues relating to family wealth planning, estate and charitable planning, along with real estate management, insurance sales and professional services, among others.
Ann provides services to high-net-worth families and individuals, family businesses and executives with comprehensive wealth management services. Ann’s areas of expertise include individual, partnership, estate, gift and trust compliance, estate planning, personal financial planning, consulting and state tax credit cost certifications.
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Brown Smith Wallace
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Brown Smith Wallace is a top 100, full-service, public accounting and business advisory firm. Their client base includes publicly traded and privately held companies and high-net-worth individuals. In addition to tax and audit, they offer a variety of business consulting services including cybersecurity and transaction advisory.