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Genie is a tax partner specializing in estate, gift and trust taxation, and tax planning and compliance for high-net-worth families. Prior to joining beat365官方登录 in 2000, Genie began her public accounting career in the Philadelphia area. Along with her tax expertise, Genie provides consulting services to high net worth families and small business owners. She enjoys working with clients and their team of advisors in developing comprehensive wealth transfer strategies to achieve their financial and planning objectives for future generations.

Education

Saint Joseph’s University, Philadelphia, PA – Bachelor of Science – Accounting

Professional and Civic Memberships

  • American Institute of Certified Public Accountants (AICPA)
  • North Carolina Association of Certified Public Accountants (NCACPA)
  • Treasurer – Greensboro Public Library Foundation
  • Member – Greensboro Estate Planning Council

NC License #29025