Overview
Sarah is a tax partner in Aprio’s Private Client Services practice. She has extensive experience working with high-net-worth individuals, complex family groups, and their closely held businesses. Sarah specializes in serving the needs of her clients through strategic tax planning at the individual, trust and entity level to ensure success.
Experience
Sarah has more than a decade of experience advising families and has developed a deep understanding of complex dynamics that accompany these engagements. She provides her clients with a proactive, hands-on approach that includes frequent communication and touch points to understand her clients’. When working with individuals to plan for the future, she prioritizes providing education to younger generations. Sarah has helped her client achieve success through charitable optimization, QSBS analysis, generational planning and education. Her client base includes a wide variety of professionals including executives, investors, attorneys, real estate professionals and small business owners.
Education & Affiliations
Sarah earned a Bachelor of Business Administration degree from Georgia Southern University and a Master of Accountancy degree from the University of South Alabama. She is a member of Next OnBoard, as well as the American Institute of Certified Public Accountants and the Georgia Society of CPAs.
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