Pamela Wheeler

Pamela Wheeler Email and Phone Number

Principal @ CLA | Estate Tax, Fiduciary Tax, Gift Tax @ CLA (CliftonLarsonAllen)
united states
Pamela Wheeler's Location
Phoenix, Arizona, United States, United States
Pamela Wheeler's Contact Details

Pamela Wheeler personal email

n/a
About Pamela Wheeler

With over 26 years of professional experience, currently serving as a Principal at CLA, my expertise in estate, gift, and fiduciary tax has been honed and is now at the core of my competencies. Previously, as Partner Emeritus at Baker Tilly US, and a Principal at Henry+Horne, I deepened my specialization in gift, estate and trust tax, providing valuable insights to high net worth clients. At CLA, my mission aligns with providing sophisticated solutions for estate gift and trust services, and I'm dedicated to navigating the complexities that our varied clientele face. Our team's commitment to excellence and tailored strategies ensures that clients' financial legacies are managed with integrity and foresight.

Pamela Wheeler's Current Company Details
CLA (CliftonLarsonAllen)

Cla (Cliftonlarsonallen)

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Principal @ CLA | Estate Tax, Fiduciary Tax, Gift Tax
united states
Website:
claconnect.com
Employees:
5763
Pamela Wheeler Work Experience Details
  • Cla (Cliftonlarsonallen)
    Principal
    Cla (Cliftonlarsonallen) Feb 2024 - Present
    Phoenix, Arizona, United States
    View
  • Baker Tilly Us
    Partner Emeritus
    Baker Tilly Us Dec 2022 - Feb 2024
    Scottsdale, Arizona, United States
    View
  • Henry & Horne, Llp
    Principal
    Henry & Horne, Llp 1998 - Feb 2024
    Principal in Estate Gift & Trust Services department serving high net worth clients and related entities.
  • Coopers & Lybrand
    Manager
    Coopers & Lybrand 1994 - 1996
    View
  • Arthur Andersen & Co Sc
    Manager
    Arthur Andersen & Co Sc 1992 - 1994
  • Sanwa Bank
    Vice President & Manager
    Sanwa Bank 1986 - 1992
    Trust Division - Managed Tax Department and newly created IT Department
  • First Interstate Bank - California
    Assistant Vice President
    First Interstate Bank - California 1981 - 1986
    Trust Administration-Tax Return Preparer

Pamela Wheeler Skills

Tax Estate Tax Planning Income Tax Gift Tax Tax Preparation High Net Worth Individuals Tax Accounting Partnership Taxation Fiduciary Cpa Estate Law Corporate Tax Tax Research Tax Returns Forensic Accounting Estate Planning Trust Taxation Estate Tax Fiduciary Tax Group Presentations

Pamela Wheeler Education Details

Frequently Asked Questions about Pamela Wheeler

What company does Pamela Wheeler work for?

Pamela Wheeler works for Cla (Cliftonlarsonallen)

What is Pamela Wheeler's role at the current company?

Pamela Wheeler's current role is Principal @ CLA | Estate Tax, Fiduciary Tax, Gift Tax.

What is Pamela Wheeler's email address?

Pamela Wheeler's email address is pa****@****cpa.com

What is Pamela Wheeler's direct phone number?

Pamela Wheeler's direct phone number is +148048*****

What schools did Pamela Wheeler attend?

Pamela Wheeler attended Golden Gate University, Northern Arizona University, Scottsdale High School.

What are some of Pamela Wheeler's interests?

Pamela Wheeler has interest in Children, Education, Hiking, Biking, Animal Welfare, Arts And Culture, Health.

What skills is Pamela Wheeler known for?

Pamela Wheeler has skills like Tax, Estate Tax Planning, Income Tax, Gift Tax, Tax Preparation, High Net Worth Individuals, Tax Accounting, Partnership Taxation, Fiduciary, Cpa, Estate Law, Corporate Tax.

Who are Pamela Wheeler's colleagues?

Pamela Wheeler's colleagues are Sean Capistrano, Anne Holt, Robert Bishop, Nicholas Dinielli, Stuart Randall, Chandler Thurman, Judy Otis.

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