Elizabeth Morin is a tax director at Anchin as well as a member of the Firm’s Private Client Group. Elizabeth has more than 30 years of experience servicing high net worth individuals and multi-generational families and helping them implement strategies for long-term financial security and wealth preservation in the areas of individual, fiduciary, gift and foundation tax compliance and planning. She works with clients to develop wealth transfer strategies, incorporating tax strategies and estate planning.
In addition to client responsibilities, Elizabeth is a member of the Firm’s mentoring program where she plays a role in the recruiting, training and mentoring processes at Anchin. She is also an instructor for in-house professional development seminars.
Elizabeth is a member of the New York State Society of Certified Public Accountants (NYSSCPA) and the Financial Women’s Association (FWA).
- Private Client
- Tax Planning and Compliance
- Trusts and Estates