contact information:
Experience
Marie is a director in Windham Brannon’s High Net Worth Tax practice and has been a part of the firm since 2014. She specializes in federal and state income and gift tax compliance and consulting for individuals.
She assists clients in implementing tax minimization and planning strategies, including gift and estate tax planning, retirement, and philanthropic planning.
Marie received her Masters in Taxation degree and Bachelor of Science degree in Accounting from the University of Alabama.
Marie’s professional organization memberships include the Georgia Society of CPAs, the Atlanta Estate Planning Council, and the 2018-2019 Balser Philanthropic Advisor Leadership Institute class.
Industry / Service
Credentials
- Certified Public Accountant, GA
involvement
- Georgia Society of Certified Public Accountants, Member
- 2018-2019 Balser Philanthropic Advisor Leadership Institute class, Member
education
- University of Alabama, Master in Taxation
- University of Alabama, Bachelor of Science in Accounting