Marci has been with the firm since 1997 and, for more than 30 years, has worked closely with high-net-worth individuals and their advisors, providing tailored tax planning and compliance services. She collaborates with clients on individual tax matters, investment partnerships, and business-related tax strategies. Additionally, Marci plays a key role in estate and trust tax compliance, as well as gift tax planning, often partnering with attorneys to ensure proper execution and reporting of these activities to tax authorities.

Clients value Marci’s attention to detail, responsiveness, and her ability to coordinate complex tax and financial matters with ease. She works closely with attorneys, wealth advisors, and financial planners to ensure her clients’ fiduciary and estate tax needs are managed smoothly. By taking the lead in tax compliance, Marci helps clients focus on their broader financial goals. Her commitment to long-term client relationships has made her a trusted resource for multiple generations of families.

Why Work with Marci?

Marci is known for her exceptional responsiveness and strong attention to detail. She works collaboratively with lawyers, wealth advisors, and financial planners to provide seamless estate, trust, and fiduciary tax compliance. Clients appreciate her dedication to accuracy and her ability to guide them through complex financial decisions, making her a reliable partner in achieving long-term financial security.