Debie Leonard
Tax Services Shareholder @THF | Thomas Howell Ferguson
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WORK HISTORY
Tax Services Shareholder @THF | Thomas Howell Ferguson
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
Florida State University
Bachelor's Degree, Food & Nutrition
Tallahassee State College
Associate's Degree, Kinesiology and Exercise Science
SKILLS
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.
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