Lynne has 26 years of experience in the public and private accounting sector, the last 17 with the Keiter team in the tax department.  During this time Lynne has acquired extensive experience in the estate, trust, and gift area, but also applies her experience to provide tax planning opportunities and insights to operating entities, investment partnerships, real estate entities, and high wealth individuals and families. Currently, she works closely with individuals and family offices to address their various tax compliance, consulting, and estate planning needs. She also serves as an advisor to her clients on matters indirectly related to taxes and estate/gift planning. Lynne is a member of the Firm’s Family, Executive, and Entrepreneur Advisory Services team.

Prior to joining Keiter, Lynne worked for Arthur Young in the Audit Department, a Mechanical Contracting Company, and was controller of a Real Estate Development Company before moving to Richmond from Dallas Texas.

  • American Institute of Certified Public Accountants
  • Virginia Society of Certified Public Accountants

Miami University
Bachelors of Science in Accounting and Finance

Insights from Lynne

Tax Residency of Estates and Trusts

The Importance of an Annual Estate Plan Checkup

Tax Cuts and Jobs Act: What you need to know about the Estate, Gift & Trust Provisions

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