I am a tax partner in the High Net Worth area. I research and analyze a variety of tax issues, mainly comprised of fiduciary income and estate tax issues. I work with individual and fiduciary income tax returns, gift tax returns, and estate tax returns.
Citrin Cooperman Advisors And Berdon Advisors Llc
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Tax PartnerCitrin Cooperman Advisors And Berdon Advisors Llc Feb 2023 - Present
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Tax PartnerBerdon Llp Jan 2022 - Feb 2023New York, Ny, Us -
Tax PrincipalBerdon Llp Jun 2018 - Dec 2021New York, Ny, UsBerdon LLP was founded in 1917 and has established a reputation for providing quality services and developing a culture that fosters innovation and professionalism in everything that we do. With Berdon, you work with some of the leading minds in the accounting profession who collaborate to find the right solutions — from the practical and straightforward to the wholly new and groundbreaking. Clients tap into us for strategies and techniques to minimize taxes, maximize profits, grow their businesses, enhance their net-worth, preserve and transfer wealth, and prepare for a financially secure retirement. You get access to the special skills, insights, and distinctive perspectives of the entire firm as we look at each situation through the eye of the accountant and the businessperson.
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Tax PrincipalRaich Ende Malter & Co., Llp Oct 2014 - Jun 2018New York, Ny, Us -
Trust And Estate Senior Tax ManagerBaker Tilly Virchow Krause, Llp Aug 2014 - Oct 2014Chicago, Il, Us -
Trusts And Estates Tax ManagerBaker Tilly Virchow Krause, Llp Nov 2009 - Jul 2014Chicago, Il, UsTrust, estate, gift, and high net worth individual income tax compliance.
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TreasurerMadison Central Lions Club Jul 2005 - Nov 2009
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Tax Senior Associate - Private Wealth ServicesGrant Thornton Nov 2006 - May 2009Chicago, Il, UsPrivate Wealth Services Tax Senior Associate. Preparation and review of Forms 1040, 1041, 706, 709, 5227, 990PF, and 1065. Wealth planning with IDGT’s, GRAT’s, and CRT’s. Research various tax issues, including some international trust issues. -
Associate AttorneyVon Briesen & Roper, S.C. May 2005 - Sep 2006Milwaukee, Wi, UsEstate Planning and Tax Associate. Analysis and drafting of wills, revocable trusts, special needs trusts, marital property agreements, and powers of attorney; estate and gift tax planning; preparation of gift tax returns; postmortem trust administration; research on various tax issues. Preparation of business planning and succession documents. -
Associate AttorneyDavid F. Grams & Associates, S.C. Jan 2005 - May 2005Estate Planning Associate. Analysis and drafting of wills, revocable trusts, marital property agreements, and powers of attorney.
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Associate AttorneySolheim Billing & Grimmer, S.C. Jul 2001 - May 2004Estate Planning, Probate and Tax Associate. Analysis and drafting of estate plans; estate tax returns and audits; decedent estates and postmortem trust administration; will contests. Analysis and drafting of wills, revocable trusts, irrevocable trusts, special needs trusts and charitable trusts; preparation of estate and gift tax returns. Analysis and drafting of private letter rulings; research on various tax issues. Estate tax planning.
Melissa A. Abbott Education Details
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University Of Wisconsin Law SchoolLaw -
University Of Wisconsin-WhitewaterAccounting
Frequently Asked Questions about Melissa A. Abbott
What company does Melissa A. Abbott work for?
Melissa A. Abbott works for Citrin Cooperman Advisors And Berdon Advisors Llc
What is Melissa A. Abbott's role at the current company?
Melissa A. Abbott's current role is Tax Partner.
What schools did Melissa A. Abbott attend?
Melissa A. Abbott attended University Of Wisconsin Law School, University Of Wisconsin-Whitewater.
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