Shareholder, Private Client Services
Margaret is a shareholder in the firm’s Private Client Services practice, committed to cultivating a culture of learning among clients, colleagues and team members by being both strategic & informative.
What is your area of focus?
As the point person for individual, estate and succession planning tax strategies and entity structuring, I interpret tax legislation, working proactively with clients to realize the best possible advantage. As clients focus on operating, growing and transitioning their businesses, my team and I stay abreast of ever-evolving federal and state tax legislation to determine how these changes impact an overall plan.
How long have you been at Clayton & McKervey?
What is the favorite part about your job?
Taxes are fun, and I appreciate their inherent challenges and opportunities.
Contact Margaret to see how we can help you.