Amy Apiado

Amy has practiced public accounting since 1998. She has a technical tax background with an emphasis in partnership, individual and corporate tax as well as extensive experience with high net worth individuals. She has devoted a majority of her time to providing proactive tax planning, trust accounting, estate planning, family office and tax preparation in multistate environments to our high net worth clients, executives and family-owned businesses.

For the past ten years, she has devoted a majority of her time to the firm’s private client services practice to provide tax planning, trust accounting, estate planning and tax preparation in multistate environments to our high net worth clients, executives and family-owned businesses. In addition, Amy has worked directly with our closely held business owners and their advisors to provide a holistic approach to their financials goals including personal financial planning, business owner succession planning, retirement planning, S-corporation distribution planning, income tax planning, and overall estate planning.