Amy L. Dalen Email & Phone Number

Naples, Fl, Us

Naples, Florida

I am a Principal and the Chair of the Tax Advisory Group at HBK CPAs & Consultants. The Tax Advisory Group is a group of highly specialized professionals who provide tax training to our team members, oversee compliance with tax policies in order to mitigate risk to the firm, and provide tax planning and consulting services for our clients.I am also the Co-National Director of the Nonprofit Solutions group.M, and I lead HBK's diversity and inclusion initiative.I specialize in estate, gift, trust, individual, and nonprofit taxation, and I am skilled at researching complicated tax issues, consulting on complex estate plans, and providing guidance for our clients to ensure they are in compliance with their tax filing responsibilities.I enjoy sharing my knowledge and passion for tax planning with clients and other professionals. I am a a frequent speaker at bar association and estate planning council events, and have authored many articles discussing tax planning techniques and compliance issues.

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Activities and Societies: Vice President, Federalist Society

B.A., Legal Studies & Sociology: Criminal Justice

Education record

Attended one semester prior to transferring to the University of Massachusetts - Amherst.

High School