Margaret Amsden, CPA, MST, AEP

Partner

Margaret Amsden is a partner with over 35 years of experience. She specializes in working with high-net-worth individuals and their families including real estate professionals and family offices. Margaret is a trusted advisor who takes a proactive approach to planning for her client’s estate, trust and individual tax needs. In addition, Margaret has deep experience working on entity structuring and succession planning strategies to assist her clients in preparing for growth. She stays abreast of ever-evolving federal and state tax legislation, working proactively with clients to realize the best possible advantage.

Certifications

• Certified Public Accountant
• Accredited Estate Planner

Professional memberships and activities

• American Institute of Certified Public Accountants
• Association for Corporate Growth (ACG)
• Financial and Estate Planning Council of Metro Detroit
• Greenleaf Trust – Advisory Board