Margaret Smith
Director @Canal Capital Management
Signup · Get unlimited contacts
WORK HISTORY
Director @Canal Capital Management
Richmond, VA, US
Margaret serves as Canal Capital’s Director of Tax and Financial Planning, with an emphasis on proactive income and estate tax planning. Margaret focuses on identifying and executing tax savings opportunities for individuals, trusts, and private businesses, and oversees the firm\'s tax planning and tax preparation services. As the Director of Financial Planning, Margaret helps clients in defining their goals, analyzing their current situation, risks and opportunities, and developing strategies to maximize their chances of success.
EDUCATION
Virginia Commonwealth University
Accounting
University of Virginia
Bachelor of Arts
SKILLS
ABOUT MARGARET SMITH
CFP®, CPA, Director of Tax and Financial Planning
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.