Her experience includes:Preparation of trust, estate, and gift tax returns (1041, 706, and 709), including interpretation of estate planning documents.Preparation of individual federal and state income tax returns (1040).Determination of historic values of marketable securities, using EstateVal software.Representation of taxpayers under federal and state audits, including sales tax controversies and administrative appeals.Tax research and technical tax writing, using RIA Checkpoint.Discharge of estate tax liens.Aviation-related tax matters.Fiduciary Accounting.