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
- Partial annuitization: How advisors can help clients balance income, growth
- Guide women along the walk through widowhood
- Dutch gambling tax hike falls short as prediction markets eye World Cup
- Caregiving: A challenge that costs employers billions
- Could your practice benefit from an advisory board?
More Advisor NewsAnnuity News
- Partial annuitization: How advisors can help clients balance income, growth
- Guide women along the walk through widowhood
- Regulators clear way to rewrite annuity illustration rules
- Diversification’s growing importance in retirement planning
- AI’s dual reality: Efficiency for insurers, disruption for agents
More Annuity NewsHealth/Employee Benefits News
- They harvest the nation’s food, but a new rule may strip them of health insurance
- CALPERS HOLDS HEALTH PREMIUM INCREASE TO 4.97% FOR 2027 WHILE ADVANCING CARE QUALITY
- PHARMACY OWNER AND TECHNICIAN SENTENCED FOR FALSIFYING AUDIT DOCUMENTS AND SUBMITTING FRAUDULENT CLAIMS
- Reports from Kaiser Permanente Northern California Advance Knowledge in Managed Care (Trends in Infertility Treatments by Race, Ethnicity, Socioeconomic Status, and Region in U.S. Birth Certificates from Live Births: 2011-2022): Managed Care
- Research from University of Pennsylvania School of Nursing Reveals New Findings on Managed Care (Association of intervention fidelity and outcomes in implementation of the Thrive transitional care program for Medicaid-insured individuals): Managed Care
More Health/Employee Benefits NewsLife Insurance News
- SWBC’s Joan Cleveland Reappointed to Texas Association of Life & Health Insurers (TALHI) Board of Directors
- AM Best Introduces US Life Version of Best’s Capital Adequacy Ratio Model Product
- Change the lens you use to evaluate premium-financed IUL
- AI’s dual reality: Efficiency for insurers, disruption for agents
- Insurance industry employment shows disturbing declines
More Life Insurance News