Wealth Management Specialist Veronica Olguin Joins ORBA’s Tax Department
Veronica has more than 14 years of experience in estate, gift and trust tax matters, with an advance understanding of the transfer tax system and sophisticated wealth transfer strategies to minimize estate and gift taxes. She has extensive experience managing all aspects of estate, gift and gift tax engagements, including compliance, consulting and planning services. These tax and accounting topics, among others, are covered on a weekly basis in our blog at http://www.orbablog.com.
Throughout her career, Veronica has focused on reviewing and interpreting complex trust documents, wills and related items to ensure compliance, as well as to understand her clients' challenges and goals to not only ensure the delivery of high-quality solutions and recommendations, but to also establish rapport and maintain strong client relationships.
"
Veronica is a
Contact:
312.670.7444
Photo - http://photos.prnewswire.com/prnh/20160328/348463
Logo - http://photos.prnewswire.com/prnh/20150629/226751LOGO
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/wealth-management-specialist-veronica-olguin-joins-orbas-tax-department-300242113.html
SOURCE



AAA Public Adjusters, LLC Will Fight for Entitlements
Advisor News
- Health-related costs are the greatest threat to retirement security
- Social Security literacy is crucial for advisors
- The $25T market opportunity in mid-market and mass-affluent households
- Advisors must lead the policy risk conversation
- Gen X more anxious than baby boomers about retirement
More Advisor NewsAnnuity News
- CT commissioner: 70% of policyholders covered in PHL liquidation plan
- ‘I get confused:’ Regulators ponder increasing illustration complexities
- Three ways the Corebridge/Equitable merger could shake up the annuity market
- Corebridge, Equitable merge to create potential new annuity sales king
- LIMRA: Final retail annuity sales total $464.1 billion in 2025
More Annuity NewsHealth/Employee Benefits News
- PALLONE SOUNDS ALARM AS TRUMP ADMINISTRATION LAUNCHES FURTHER ATTACKS ON ABORTION COVERAGE IN NEW JERSEY
- With Minneapolis medical center's survival threatened, staff and leaders call for state action
- Harriet Tubman quote vote; Health insurance drop; PHL checkpoints open | Morning Roundup
- Losing Health Coverage Due to Trump Cuts? Your Guide on 'Essential Plan' Changes
- Aflac overcharging Virginians, SCC finds
More Health/Employee Benefits NewsLife Insurance News
- Aflac overcharging Virginians, SCC finds
- Virginia orders rate cuts for Aflac policies
- QANDA WITH OBI BOARD CHAIR JUSTIN DELANEY
- Aflac to cut rates for Virginia policyholders after SCC findings
- Greg Lindberg ordered to pay $1.6 billion to insurers he defrauded
More Life Insurance News