A Certified Public Accountant,
Suzanne
Daggert received her Master's degree in Personal Financial Planning from Golden
Gate University in 2001 and her B.A. degree in Business Administration from the
University of Washington in 1992.
Much of Suzanne's valuation work has been performed for
gift and estate tax reporting purposes.
Her experience has focused on the
valuation of:
Her previous
experience (see her
detailed biography)
includes over 15 years in accounting and
financial reporting and 10 years of
financial management for high net worth
families. Suzanne's
industry experience includes:
-
real estate investment
-
financial services
-
software development
-
manufacturing
Her work with high net worth clients afforded her
the opportunity to work with attorneys, accountants, investment advisors and
trustees to implement financial, estate and gift planning objectives. This broad
experience gives her a thorough understanding of how trusts, limited liability
companies, family limited partnerships and S corporations, in particular, are
utilized in the gift and estate planning process to protect ownership of family
assets and minimize gift and estate transfer taxes.
