Meghan Nelson
Tax Manager at Creative Planning Tax, LLC
- Role
- Tax Manager at Creative Planning
- Location
- Wilmington, NC, US
- LinkedIn followers
- 500 followers
About Meghan Nelson
I am a tax professional specializing in trust, estate, and gift taxation with a strong…
Experience
Tax Manager
Oct 2023 — Present · Wilmington, NC, US
Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning Tax provides income tax consulting and compliance services to a wide range of clients, including individuals, businesses, trusts, and not-for-profit entities. Our Tax Directors work to ensure each client understands their tax situation, while providing reliable, timely advice as well as proactive planning.
Education
University of Wisconsin Oshkosh
Bachelor’s Degree (BBA)
2015 — 2019
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