Shana enjoys working closely with her clients and their team of legal and financial advisors to provide tax planning solutions that meet her clients’ specific needs and goals. Shana has been practicing public accounting since 2006, specializing in providing tax compliance and consulting services to high-net-worth individuals, including corporate executives and entrepreneurs.

Shana’s areas of expertise include income, gift, and trust and estate compliance and planning services.

Prior to joining Keiter, Shana began her career at The Roseline Group providing tax compliance and consulting services to businesses and individuals.

Insights from Shana

Newly Separated or Divorced? Be Aware of Tax Implications

What Can You Do with Your Unused 529 Plan Funds?

Should I Contribute to a Standard 401(k) or a Roth 401(k)?

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