Amy L. Dalen
- Role
- Principal, National Tax Director at HBK CPAs & Consultants
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
Experience
Principal, National Tax Director
Jan 2012 — Present · Naples, FL, US
I am a Principal and National Tax Director at HBK CPAs & Consultants. I am a member of the Tax Advisory Group, which is a group of highly specialized professionals who provide complex tax planning for our clients, tax training to our team members, and create and oversee compliance with tax policies in order to mitigate risk to the firm.I am also the Co-National Director of the Nonprofit Solutions group.M, and I lead HBK\'s diversity and inclusion initiative.I specialize in estate, gift, trust, individual, and nonprofit taxation, and I am skilled at researching complicated tax issues, consulting on complex estate plans, and providing guidance for our clients to ensure they are in compliance with their tax filing responsibilities.I enjoy sharing my knowledge and passion for tax planning with clients and other professionals. I am a a frequent speaker at bar association and estate planning council events, and have authored many articles discussing tax planning techniques and compliance issues.
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