Our Attorneys & ProfessionalsMeet the Team PPLI, Family Office Support Shannon Clifton 12/1/23 PPLI, Family Office Support Shannon Clifton 12/1/23 Robert W. Chesner, Jr. Senior Director of Finance and Insurance, Chief Operating Officer Read More Tax Reporting, Tax Due Diligence Shannon Clifton 11/1/23 Tax Reporting, Tax Due Diligence Shannon Clifton 11/1/23 J. Ross Buchholtz, CPA Director of Tax and Accounting Read More Tax Reporting, Tax Due Diligence Shannon Clifton 10/1/23 Tax Reporting, Tax Due Diligence Shannon Clifton 10/1/23 Christina L. Pedersen, CPA Senior Tax Coordinator Read More Tax Reporting, Tax Due Diligence Shannon Clifton 6/1/23 Tax Reporting, Tax Due Diligence Shannon Clifton 6/1/23 Hattie-Carole Bezner, CPA Tax Coordinator Read More
PPLI, Family Office Support Shannon Clifton 12/1/23 PPLI, Family Office Support Shannon Clifton 12/1/23 Robert W. Chesner, Jr. Senior Director of Finance and Insurance, Chief Operating Officer Read More
Tax Reporting, Tax Due Diligence Shannon Clifton 11/1/23 Tax Reporting, Tax Due Diligence Shannon Clifton 11/1/23 J. Ross Buchholtz, CPA Director of Tax and Accounting Read More
Tax Reporting, Tax Due Diligence Shannon Clifton 10/1/23 Tax Reporting, Tax Due Diligence Shannon Clifton 10/1/23 Christina L. Pedersen, CPA Senior Tax Coordinator Read More
Tax Reporting, Tax Due Diligence Shannon Clifton 6/1/23 Tax Reporting, Tax Due Diligence Shannon Clifton 6/1/23 Hattie-Carole Bezner, CPA Tax Coordinator Read More