Certified Public Account – Estate & Trust Management – Wealth Management
Beth A. Powell is a Florida Certified Public Accountant who specializes in the areas of tax planning and compliance for individuals, trusts, estates, exempt organizations, corporations, and partnerships. SHe has expertise in fudiciary accounting, and tax returns as well as expereince in wealth management and tax examination representation at both the federal and state level.
Beth is here to assist our clients with the many intricacies of managing an estate or trust or assisting our clients and their families with the various tax issues that are inherent in both .
Memberships:
• FICPA
• AICPA
Education and Experience:
• Obtained bachelor of science and Master of Taxation at Florida Atlantic University.
• Florida Certified Public Accountant
• Prior to joining Osborne & Osborne, PA, Mrs. Powell worked at local and national public accounting firms.
Community Involvement:
• Current chair of the FICPA Atlantic Chapter