Potential Tax Changes – What to Be Doing Now
Please join us on Zoom for a virtual presentation by Lisa Featherngill as she discusses Potential Tax Changes – What to Be Doing Now.
Lisa is the Head of Legacy and Wealth Planning at Abbot Downing. She is responsible for a comprehensive suite of services, including the Abbot Downing Clarity signature service, customized financial and wealth transfer planning, and planning for business transitions. She leads a team of experienced and credentialed professionals who provide traditional planning in a unique way to align with family governance, history, and education programs that reflect clients’ values, priorities, and goals. Lisa’s team of professionals are integral members of the Abbot Downing client team, providing ongoing advice to clients and coordinating with their other trusted advisors to ensure planning goals and communication plans are incorporated into banking, asset management, and fiduciary services. Lisa has provided tax and financial planning services to affluent clients and families for almost 30 years. She previously was regional managing director for Wachovia’s Financial Planning Group, a predecessor firm of Wells Fargo, and spent the first 11 years of her career with Arthur Andersen where she was a senior manager of the personal financial planning and family wealth planning group.
Education: Bachelor’s degree in Accounting, George Mason University
Certifications: Certified Public Accountant (CPA) (not currently practicing), Personal Financial Specialist, CFP®
Professional and Civic: Member of the American Institute of CPAs; Chair of the Advanced Estate Planning Conference committee; Board Member of the Davie Community Foundation
