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 15 years of experience in public accounting, 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

What Can You Do with Your Unused 529 Plan Funds?

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

2021 Mid-Year Individual Tax Planning Checklist

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