November 29, 2023
2:30 - 3:20 p.m.
Paige Goepfert is a partner in Andersen's Private Client Services team where she works with ultra-high-net-worth families, family offices and executives on tax planning and income tax compliance. Goepfert develops and implements multi-generational wealth and estate planning transfers and works with family office employees and multiple generations of family members. She also consults with clients regarding a variety of planning matters including partnerships, gifting, private foundations and other charitable vehicles. Goepfert also works with executors and estate administrators in managing a decedent’s estate. Goepfert frequently lectures on estate planning, taxation of trusts and wealth strategies for the American Institute of CPAs (AICPA) Advanced Estate Planning Conference and a variety of other professional venues. She has also published an article in The Tax Adviser titled “Important Lessons Regarding Valuation Issues.