Elizabeth W.

Estate and Trust Taxation Specialist & Enrolled Agent

esnow@dsbcpas.com

My work experience consists of Estate and Trust administration and taxation in bank trust departments and now at Dana S. Beane & Company. I have done the gamut of jobs ranging from rifling through peoples drawers to secure, protect and distribute personal property, to reading and interpreting trusts and wills,
to preparing Form 706 United States Estate Tax, NH Legacy and Succession Tax and Form 1041 Fiduciary Income Tax Returns.

I also have experience with taxation of investments (and what those broker's statements mean) and how to calculate cost basis.

Strengths

• Focusing on the client
• Organization
• Analyzing complex situations
• Communicating effectively
• Managing work to accomplish goals on time

Education

• BA Applachian State University, Boone, NC
• Meridith College, Raleigh, NC - Paralegal certificate in Estates, Wills and Trusts

College of Financial Planning - classes completed for Certified Financial Planner
 
 

All Original Content © 1999-2006. Dana S. Beane & Company, P.C. All Rights Reserved.
If you have any questions with regards to the use of these documents, please read our Disclaimer .
If quoting Dana S. Beane & Company, P.C.'s editorial content in any printed or promotional materials, Dana S. Beane & Company, P.C. requires that you submit the quoted material to them, and that you sign an agreement with Dana S. Beane & Company, P.C. stating that you will use it in context, attribute the quote accurately, and identify Dana S. Beane & Company, P.C. as the source.