Shannon Ward joined the firm’s tax and accounting department in 2012. She specializes in income, gift, and estate tax planning, as well as income tax compliance and audit defense for high-net-worth individuals and their business interests, trusts, and private foundations. Her experience includes designing and implementing tax-efficient estate plans to meet the business succession and wealth transfer goals of her clients. Shannon also has significant experience consulting on tax issues related to divorce.
Shannon holds a Master of Business Taxation degree from the University of Southern California and a Bachelor of Science degree in Business Administration from the University of North Carolina, Chapel Hill. Prior to joining Gursey | Schneider LLP, she held positions as a wealth planner for an international investment management firm and as a tax manager at a national accounting firm.