Debie Leonard

Tax Services Shareholder @THF | Thomas Howell Ferguson

Tallahassee, FL, US
EMAILS
d••••••••@thf.cpa
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 1986 — Present

Tax Services Shareholder @THF | Thomas Howell Ferguson

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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

1982 — 1983

Florida State University

Bachelor's Degree, Accounting

1975 — 1976

Florida State University

Bachelor's Degree, Food & Nutrition

1973 — 1974

Tallahassee State College

Associate's Degree, Kinesiology and Exercise Science

SKILLS

Tax AccountingTax PreparationAccountingCpaBudgetsFinanceAuditingPartnership TaxationTax ResearchGaapManagementEstate PlanningPublic SpeakingFinancial AnalysisQuickbooksTrustsCorporate TaxFundraisingInsuranceInternal ControlsIncome TaxStrategic PlanningTaxSmall BusinessFinancial ReportingManagement ConsultingTax Returns

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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