Katie Redle Peter
Estate Tax Compliance Manager at Plante Moran
- Role
- Tax Manager - Wealth Management - Estate Tax at Plante Moran
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Experience
Tax Manager - Wealth Management - Estate Tax
Jan 2022 — Present
As a tax professional specializing in estate and trust matters, I focus on helping clients navigate the complexities of estate tax compliance with clarity and confidence. My work centers on the preparation and filing of Form 706 (United States Estate Tax Return) and Form 1041 (U.S. Income Tax Return for Estates and Trusts).
Education
The University of Akron
Bachelor of Science, Finance and Financial Management Services
1999 — 2004
The University of Akron
Master of Taxation, Taxation
2004 — 2006
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