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Innhold levert av Shane Smith. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Shane Smith eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Estate Planning Interview with Terri Lawson

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Manage episode 209106715 series 1021353
Innhold levert av Shane Smith. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Shane Smith eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Terri Lawson is a member of the tax department specializing in estate taxation and planning, fiduciary, gift, and individual income tax. She is also a Certified Divorce Financial Analyst specializing in divorce planning, cash flow analysis, settlement structuring and evaluation of divorce settlements. Terri joined the firm after graduation in 1988 as a junior staff and has more than twenty years of experience in preparing and reviewing complex tax returns for individuals, estates and trusts. Client assistance is also provided in the areas of tax, estate, gift, succession and divorce planning. She is also responsible for training and supervising staff accountants on tax engagements.
  continue reading

22 episoder

Artwork
iconDel
 
Manage episode 209106715 series 1021353
Innhold levert av Shane Smith. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Shane Smith eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Terri Lawson is a member of the tax department specializing in estate taxation and planning, fiduciary, gift, and individual income tax. She is also a Certified Divorce Financial Analyst specializing in divorce planning, cash flow analysis, settlement structuring and evaluation of divorce settlements. Terri joined the firm after graduation in 1988 as a junior staff and has more than twenty years of experience in preparing and reviewing complex tax returns for individuals, estates and trusts. Client assistance is also provided in the areas of tax, estate, gift, succession and divorce planning. She is also responsible for training and supervising staff accountants on tax engagements.
  continue reading

22 episoder

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