Theodore has more than 33 years expertise in guiding trustees,executors and high net worth individuals through the complicated process of tax compliance related to trusts and estates. He advises about income tax compliance requirements and the detailed analysis of trust documents and wills, to file appropriate Federal and State income tax returns. He also assists with annual and lifetime gifting strategies, as well as providing detailed plans for Stock Options.
Education/Affiliations:
- Bachelor of Business Administration degree in Accounting from the University Of North Dakota
- Earned a Master of Science degree in Taxation from Widener University
- Member of the American Institute of CPA’s
- Delaware Society of CPA’s member
- Estate Planning Counsel of Delaware member