Experience
Ann has 21 years experience in the financial services industry. She has extensive experience providing specialized tax and accounting services to closely-held and/or family-owned business entities and their owners. In addition to providing corporate and individual tax services, Ann has assisted clients with complex tax planning involving corporate and partnership entity structures, cost segregation studies, state and local tax, gift and estate tax planning.
Ann has considerable experience performing business valuations and cost segregation services to a variety of clients in multiple industries. Ann passed the business valuation training exam given by the National Association of Certified Valuation Analysts (NACVA) for Certified Valuation Analyst (CVA) in November 2005. She was awarded the designation of CVA in 2006.
Education
B.S., Accounting, DePaul University, Chicago, 1987
Registered Certified Public Accountant, Illinois, 1988
Certified Valuation Analyst, National Association of Certified Valuation Analysts, 2006
Professional and Civic Organizations
American Institute of Certified Public Accountants (AICPA)
Illinois CPA Society (ICPAS)
National Association of Certified Valuation Analysts
Prairie Center for the Arts Foundation – Member of the Board of Directors and President, 1996 to 2001
Gifted and Talented Education Supporters – President
Gates 200 Foundation Board Member
