With more than 40 years of experience, Nancy provides a variety of services – including business planning and consulting, estate and trust taxation/planning, and fiduciary accounting. She also specializes in foreign tax issues, such as income tax treaty analysis and passive foreign investment company laws.
Nancy is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). She is the past president of the Martin County Estate Planning Council, past co-chair of the International Group of Accounting Firms’ North American Tax Conference, and past secretary and board member of the Cleveland Clinic Martin Health Foundation. She currently serves her community as an advisory board member for the Cleveland Clinic Martin Health Foundation and a member of the finance, audit, and governance committees within the Martin and St. Lucie County community foundations.
Certified Public Accountant (CPA)
Florida Atlantic University, Bachelor’s
33 SW Flagler Ave Stuart, FL 34994