Paige Goepfert CPA, MST, CSEP
Paige Goepfert has over 15 years of experience in public accounting. Paige specializes in individual, fiduciary, and estate income taxation. As a member of the Private Client Services practice, she serves many ultra-high net worth families, develops and implements multi-generational wealth and estate planning transfers, and is responsible for the overall management of engagements by working directly with family office employees and multiple generations of family members. She also consults with clients regarding a variety of estate planning matters including gifting, private foundations and other charitable vehicles. Paige also works with executors and estate administrators in managing a decedent’s estate.
Paige has previously lectured on estate planning, taxation of trusts, wealth strategies and accounting for the Midwest Accounting and Finance Showcase and a variety of other professional venues. She has also published an article in The Tax Adviser: Important Lessons Regarding Valuation Issues.