Name variants:
Anna Gainey,
Hannah Gainey,
Susan Gainey
Last updated Jul 01, 2024
Contact Information
Workplace
Tax Manager - Certified Public Accountant
Minneapolis, MN
Industry
Accounting, Certified Public Accountants, Certified Public Accoauntants And Consultants, Certified Public Accountants And Consultants, Management Consulting Services Accounting Auditing and Bookkeeping Services, Mgmt Consulting Svcs Accounting/Audit/Bookkpg
Colleagues
Work History
Tax Manager - Certified Public Accountant
220 south 6Th St SUITE 300, Minneapolis, MN 55402
Responsible for tax compliance for trusts and estates for Naples office. Technical reviewer on gift tax returns and allocation of generation skipping transfer tax exemption. Reviewed and pre...
Mar 2006 — Mar 2007
Vice President and Senior Trust Officer
50 south La Salle St, Chicago, IL 60603
Responsible for managing complex relationships with affluent individuals and families ensuring that their wealth transfer planning objectives are achieved. Administer client fiduciary relati...
from Mar 2007
Tax Accountant  Law Firm
Syracuse, NY
Prepared federal and state fiduciary and individual income tax returns. Prepared federal estate and gift tax returns: Forms 706, 706GS(D), 706GS(D-1), 706GS(T), 709, and state inheritance ta...
Mar 2004 — Mar 2006
Manager - Certified Public Accountant
1 south Wacker Dr SUITE 800, Chicago, IL 60601
Estate planning for high net worth clients including forming Family Limited Partnerships, Qualified Personal Residential Trusts, Qualified Domestic Trusts, Intentionally Defective Irrevocabl...
Nov 2001 — Feb 2004
Education
1987 — 1988
1981 — 1986
Occupations
Executive
Vice President
Manager
Accountant
Certified Public Accountant
Journalist
Reviewer
Controlling Specialist
Finance and Accounting Specialist
Lawyer
Fiduciary
Advisor
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Controller
Trust Law Attorney
Lawyer
Skills
Estate Planning
Trusts
Estate Tax Planning
High Net Worth Individuals
Tax
Wealth Management Services
Multi Generational Wealth Transfer
Asset Allocation
Wealth Preservation Planning
Trust Management
Fiduciary
Estate Law
Income Tax
Personal Income Tax Returns
Traditional Ira
Cpa
Finance
Charitable Trusts
Gifting Strategies
Wealth
Charitable Gift Planning
Wealth Management
Investment Advisory
Tax Returns
Fiduciary Services
Investments
Trust Services
Asset Management
Securities
Private Foundations
Project Planning
Investment Management
Financial Advisory
Retirement Planning
Mutual Funds
Estate Administration
Estate Tax Audits
Income Tax Audits
Gift Tax Returns
Gst Tax
Establishing Florida Residency
Planning For Qualified and Non Qualified Assets