Anne MacDonald

Anne specializes in financial planning to minimize income, gift, and estate tax for high-net-worth individuals and their families and has over 30 years of experience in public accounting. Her in-depth knowledge of estate planning is drawn from her extensive experience with family-limited partnerships, defective grantor trusts, charitable remainder trusts, and other wealth preservation techniques. Anne also provides concentrated stock and stock option planning as well as advises real estate entities on matters such as entity formations, sales, and like-kind exchanges. Her clients include CEOs and officers of public and pre-IPO companies, real estate owners, venture capitalists, and other entrepreneurs and their families.