With more than 16 years of experience, Stephanie works with her clients to offer them tax compliance and consulting services. She works closely with a range of high net worth individuals, their families, as well as closely- held entities. Stephanie specializes in individual taxation, estate and trust taxation, and wealth transfer planning.
Stephanie is a member of the American Institute of Certified Public Accountants (AICPA), as well as the Florida Institute of Certified Public Accountants (FICPA). She is the current President-Elect of the Palm Beach County Estate Planning Council.