Nancy Borron Paustian
Tax Director at Creative Planning, Inc.
- Role
- Tax Director at Creative Planning, Inc at Creative Planning
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Tax Director at Creative Planning, Inc
Jan 2026 — Present · Charlotte, NC, US
Nancy Paustian is a Tax Director at Creative Planning. 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
Truman State University
BS, Accounting
1987 — 1991
Skills
- Tax Advisory
- Fixed Assets
- Tax
- Corporate Tax
- Financial Analysis
- Tax Accounting
- Business Process Improvement
- Management
- Peoplesoft
- Cpa
- Tax Returns
- Sarbanes-Oxley
- Finance
- Financial Accounting
- Process Improvement
- Forecasting
- Tax Preparation
- Accounting
- International Tax
- Sarbanes-Oxley Act
- Tax Research
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