"It’s essential to have a reliable trust and estate expert to ensure tax implications never get in the way of your unique goals and vision for your financial legacy. "
Gail Halpern, CPA, understands the often emotional and overwhelming nature of trusts and estates planning and administration, and helps individuals and families successfully navigate the sometimes arduous process. Drawing on her nearly 40 years of experience, she transforms complicated tax issues and terminology into easy-to-understand terms to provide clients with the guidance and clarity they need to feel confident about their financial legacy.
Gail brings a comprehensive knowledge of trusts, gifts and estates to assist clients with everything from estate and gift tax planning to tax return preparation and administration. Her holistic approach helps uncover creative solutions so clients can meet immediate goals while protecting their estate plans from unforeseen circumstances that may arise in the future.
Before joining Councilor, Buchanan & Mitchell (CBM), Gail spent 22 years serving as a senior consultant to the trust and estate practice at May & Barnhard, P.C., a Maryland-based tax and financial consulting firm that merged with CBM in 2017. Gail was a tax manager in the New York City office of a national firm before that.
Gail enjoys riding her bike and exploring the outdoors in her spare time. She also enjoys travelling with her husband to visit their children and spending quality time with their grandchildren.