Leanne focuses on providing tax and consulting services to individuals and family groups. She is an integral part of our Family, Executive, and Entrepreneur Advisory Services Team. With more than 19 years of experience, she specializes in multi-generational families involving complex individual taxation, with an emphasis on planning including trusts and gifting.

In addition, Leanne has extensive experience with estate tax filings and is able to provide assistance to families throughout the estate settlement process. She enjoys integrating the estate plans developed by attorneys with innovative tax strategies and proactive tax planning for the individual or family unit.

Prior to joining Keiter, Leanne provided tax and consulting services at other Richmond public accounting firms from 2003 – 2021.

 

  • Bloomsburg University, PA
    • Bachelor of Arts in Business
  • University of North Carolina – Greensboro
    • Master of Business Administration, Quantitative Analysis
  • Enrolled Agent
  • Certified Financial Planner®

Insights from Leanne

Health Savings Accounts: 2023 Inflation Adjustments

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