Drawing on her dual background as a CPA and an attorney, Beth advises clients on estate tax planning and gifting strategies, through various trusts and family entities to support tax savings, retirement planning, and charitable planning considerations. She guides fiduciaries and families through fiduciary income tax planning and compliance matters, including post-mortem tax planning where applicable, along with estate tax return compliance.

Operating separately in her capacity as an attorney through Aprio Legal Americas, P.C., Beth prepares comprehensive estate plans tailored to each client’s goals, including the drafting and implementation of revocable and irrevocable trusts, and other core estate planning documents, as well as the creation and maintenance of family entities where appropriate for advanced planning and asset protection purposes. She represents fiduciaries in probate proceedings and other aspects of estate and trust administration to help ensure the administration process is in alignment with legal requirements and the decedent’s wishes.