Developing strategies to minimize taxes is a critical component to building wealth and preparing for major life events. As an experienced tax professional, Amanda Wooddell Wilhelm, a Principal in SC&H Group’s Personal Financial Planning practice, helps clients with complex tax situations identify opportunities to minimize taxes, while maintaining compliance with state and federal tax codes, as part of an overall plan to achieve and maintain financial security.
Amanda works with high net worth individuals on tax issues involving foreign investments and employment, stock option planning, multi-state taxation, passive losses, planned giving strategies, and other tax and planning areas. She also helps same-sex couples who are navigating the planning and compliance process that has arisen from new tax legislation.
Additionally, Amanda spends much of her time helping U.S. citizens living abroad with federal individual tax compliance and foreign asset reporting obligations. She also works with foreign nationals and executives residing in the U.S. with their domestic tax compliance and planning needs.
Previously, Amanda was a Tax Accountant for a non-depository, independent trust company where she was responsible for monthly reconciliations of assets and preparation of client/beneficiary financial statements. She worked with department heads regarding important issues affecting trusts and their beneficiaries, including discretionary distribution decisions, decisions regarding segregation of income and principal and their effect on the beneficiaries, and tax planning decisions.
Amanda received her Bachelor of Science in Accounting from Wilmington University and her Masters of Science in Taxation from the University of Baltimore. She is a member of the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of Certified Public Accountants (MACPA).
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