Debie Leonard

About Debie Leonard

I love to help people access their financial situations and provide them options to get there! Specifically in the areas of tax planning, retirement, and family and estate planning.

Experience

1. Tax Services Shareholder

   THF | Thomas Howell Ferguson

   Jan 1986 — Present

   Meeting with clients regarding the review of their tax returns for individuals, trusts, not for profits. and private foundations.Representing clients before the IRS.Advising clients on retirement strategies, planning with their attorneys their Wills & Trusts, and other estate planning techniques including FLP, Charitable Trusts, IDGT and GRATS. Preparation of Application for Exempt Status for associations and charitable organizations. Consulting for exempt organizations related to creation of for profit subsidiary, lobbying activities and unrelated business income planning and campaign accounting.

Education

• Florida State University

  Bachelor's Degree, Accounting

  1982 — 1983

• Florida State University

  Bachelor's Degree, Food & Nutrition

  1975 — 1976

• Tallahassee State College

  Associate's Degree, Kinesiology and Exercise Science

  1973 — 1974

Skills

• Tax Accounting
• Tax Preparation
• Accounting
• Cpa
• Budgets
• Finance
• Auditing
• Partnership Taxation
• Tax Research
• Gaap
• Management
• Estate Planning
• Public Speaking
• Financial Analysis
• Quickbooks
• Trusts
• Corporate Tax
• Fundraising
• Insurance
• Internal Controls
• Income Tax
• Strategic Planning
• Tax
• Small Business
• Financial Reporting
• Management Consulting
• Tax Returns