Georgia Trend's Legal Elite for seven years, The Best Lawyers in Taxes, Estates & Trusts Category. Georgia Super Lawyer for six years in Estate Planning & Probate. Georgia’s Legal Leaders, Top Rated Lawyers by Martindale-Hubbell in Tax Law, Trusts and Estates 2012-2016. Five Star Wealth Manager, 2009 & 2012, by Five Star Professional. US News Best Law Firms in America 2011, 2012. CPA, Personal Financial Specialist: AICPA accreditation; Accredited Estate Planner, National Association of Estate Planners and Councils, 1995 - Present; Past-Chair of the Personal Financial Planning Committee, Member, Georgia Society of CPAs; Regent of American College of Attorney-CPAs; Past S-Corporation Committee, Member, American Institute of CPAs. Founding Partner, Deloitte & Touche; Former Partner in Charge of Touche Ross Tax Department in Atlanta; Former Partner, Ragsdale, Beals, Hooper & Seigler.
Presentations and Publications-
Author: “Tax Return Dates are Changing for 2016,” The Mortmain, the official newsletter of the Estate Planning and Probate Section, Atlanta Bar Association, January 2016. Speaker: National Business Institute Conference: Top Estate Planning Techniques, “Annual Exclusion Gifting” and “Tax and Estate Planning for Pension and IRA Assets,” December 2015. Author: “2014 Tax Return Tips: The Affordable Care Act & 2014 Tax Returns,” The Atlanta Lawyer, January/February 2015. Web. Speaker: National Business Institute Conference “Probate Boot Camp,” August 2015.Speaker: "Estate Planning in an Era of Certain Uncertainty: The Tax Relief Act of 2010 and the Revised Georgia Trust Code of 2010," West Georgia Health Foundation Planned Giving Seminar, May 2011; "End of Year Tax Planning" Atlanta Bar Association, Sole Practitioner/Small Firm Section, December 2008, 2006 & 2000; Georgia Tech's Tech2Nite, Business and Estate Planning Courses, 2006 & 2007; "Probate: Beyond the Will," State Bar of Georgia, Solo And Small Firm Institute CLE, October, 2004; "Effective Uses of Trusts, Estate Planning for the General Practitioner: A Comparison of Wills and Trusts," State Bar of Georgia, CLE, September 2003; Managing Your Money Conference with Clark Howard (Represented GA Society of CPAs), 2002; "Trusts," Georgia Society of CPAs Estate Planning Conference, 2002; "Effective Use of Trusts," Georgia Society of Certified Public Accountants Personal Financial Planning Symposium, 2001; "Stock Options," Georgia Society of Certified Public Accountants Personal Financial Planning Conference, 2000 & 2001; "Estate Planning Fundamentals," Georgia Society of CPAs, 1999; American Association of Attorney-CPAs, 1997. Television Appearance, "O.A.K., Older Adult Connections," Segment on Living Wills, Durable Power of Attorney for Health Care, AIB, 2001. Author: "Required Retirement Plan Distributions Depend on Beneficiary Designations," Medical Practice Management, March, April, 2000. Co-Author: Sections on "Taxes, Wills, Trusts and Starting Your Own Business," Women and the Law: A Guide to Women's Legal Rights in Georgia, 1996.
Member, The Atlanta Symphony Orchestra Board. Member, The Leadership Atlanta Program Executive Committee. Treasurer, The Atlanta Junior Rowing Association. Treasurer, The Children’s School. Co-President of Trinity School Parents, Teachers, Students Association. Past-President, The University of Pennsylvania, Atlanta Alumni Association. Past Treasurer, the Georgian Chamber Players. Member, The Ansley Park Civic Association. Member, The Ansley Golf Club. Long time contributor to the “I Have a Dream” program to support students from elementary school through college. Sponsor of the Sawbones (doctors) vs. Jawbones (lawyers) basketball game to benefit Side by Side Brain Injury Center. High Museum of Art Circle/Cornerstone member. Regular sponsor and volunteer, the Ansley Park Tour of Homes. Sponsor, Atlanta Bar Association. Sponsor, Stonewall Bar Association. Sponsor, Trees Atlanta events. Atlanta Bar Foundation Fellow. Volunteer, Probate Information Center (PIC) of the Fulton County Probate Court.
Lawyers Club of Atlanta; Atlanta Bar Foundation (Lifetime Fellow).