BIO

Ms. Zvoma professional focus is life-cycle tax planning for high-net-worth clients. Her extensive knowledge as a tax professional and businessperson enables her to provide advice comprehensive asset management, wealth transfer and tax planning to current and Directors, including income, estate, gift and GST planning efficiently implement financial plans and ideas, including creating and maintaining various entities, such as private foundations, family partnerships, LLC's and trusts. In this capacity she collaborates with client advisors to devise wealth transfer and charitable giving strategies for individual and family offices.

She is a sought-after spokesperson on her areas of expertise and has been quoted extensively on wealth planning and estate taxes in publications including The Wall Street Journal: NJBIZ; Financial Advisor; Yahoo Finance, and US News & World Report.

EDUCATION

Baruch College, Zicklin School of Business, Master of Science in Accountancy.

Georgetown University, McDonough School of Business, Bachelor of Science in Business Administration.

BUSINESS & PROFESSIONAL AFFILIATIONS

• Member, American Institute of Certified Public Accountants

• Member, New York State Society of Certified Public Accountants, member of NYSSCPA Estate Planning Committee