Maureen serves as the Trusts & Estates Practice Leader, focusing on providing tax consulting and compliance services to her clients.

She works with high-net-worth individuals and their families, as well as various types of trusts, estates, closely held corporations, and partnerships. Maureen collaborates with her clients to implement income tax planning strategies and assists them in navigating the complexities of estate and succession planning. Her planning philosophy is holistic, considering not only tax implications but also the impact on family dynamics.

Maureen is actively involved in the firm’s tax department leadership, serving on the Tax Executive Committee, where she helps oversee departmental processes and procedures. She also plays a key role in evaluating and implementing new and existing tax technologies. In addition, Maureen leads the Tax Innovation Committee, driving strategic initiatives that keep WilkinGuttenplan at the forefront of tax innovation.

She has been with the firm since 2003 and is actively involved in developing the next generation of tax professionals through staff coaching and mentoring initiatives.

Licenses and Certifications:

  • CPA License: New Jersey

Professional and Civic Achievements:

  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, New Jersey Society of Certified Public Accountants (NJCPA)
  • Trustee, Greater Middlesex/Somerset County Estate Planning Council

Education:

  • Bachelor of Arts and Master of Business Administration, Rutgers University

What motivates you?

Positive personalities that surround me and make me want to become a better person, both in business and personally.

What is your favorite part of the culture at WG?

The people make the culture at WG. Without the positive attitudes, encouragement, and support of not only partners but the staff, the culture would not exist.

If you weren’t an accountant/consultant, what would you be?

I would work in the health and fitness industry and also, do something so I can work with animals!

What advice would you give to the next generation of CPAs and Advisors?

This is an exciting time for the industry, don’t be afraid to ask for more responsibility and raise your hand for more challenges. Those above you are looking forward to sharing the responsibilities and helping you move forward to become future leaders.