Emily Nathlich
Tax Services | Director | I advise high net worth individuals, trusts, estates, family offices, charitable entities, and closely held business owners.
Who I work with
I work with high-net-worth individuals, trusts, estates, family offices, charitable entities, and closely held business owners and their legal advisors to help plan and implement strategies to achieve their financial and estate planning objectives.
My specialty
I specialize in estate, gift, trust planning and compliance, private foundation support and charitable gift planning. I take complex concepts, such as gift tax reporting requirements, and make it easy for clients to understand, so we can prioritize their goals together.
Results I have delivered
I work with clients and their attorneys to design and implement estate plans that maximize the use of current estate and gift exemptions with the aim of minimizing future estate tax and achieving their overall estate planning goals.
Unique things about me
I am always up for an adventure, whether it be exploring new places, sky diving, whitewater rafting, parasailing, or riding in a hot air balloon.
When I am not at work
I love the outdoors and enjoy exploring national parks with my family, including my two children (Corbin and Maisie) and our Airedale Terrier (Huxley). Among the parks I have visited, Yosemite and Acadia National Parks have been my favorites.
People say I am
Patient, dependable and detail-oriented
Affiliations
I received my Bachelor of Science from Champlain College and I am a member of the AICPA.