Tax & Estate Planning Team

As a tax manager at Empirical, Jared provides tax planning and compliance for high-net-worth individuals, multi-generational family groups, trusts, their businesses, and real estate including IRC [...]

As a tax manager at Empirical, Qun focuses on assisting high net worth individuals, families, and their businesses with tax compliance, planning, and strategy. She truly enjoys cultivating [...]

As a tax manager at Empirical, Kerstin applies her tax and auditing expertise to assist clients with their tax planning and compliance needs. She focuses on building client relationships and [...]

As a Tax Manager, Dona works with high net worth clients as well as their businesses and families. As part of a team, she helps clients achieve their tax and financial goals, both long and [...]

As a tax manager at Empirical, Paul provides tax planning and compliance for high-net-worth individuals, families, and their businesses. With his extensive background in tax preparation, [...]

As a Tax Manager with Empirical, Taylor works with high net worth individuals, families and businesses to formulate and implement tax strategies to reduce their tax burden. With her extensive [...]

As Director of Tax and Wealth Transfer, Jim applies his tax and legal expertise to guide the firm’s tax planning and wealth transfer strategies. He provides proactive tax planning solutions to [...]

As a partner with Empirical, Lorne manages portfolios and shares his tax consulting experience for strategic tax planning for Empirical clients. Lorne has a combined 20 years of experience [...]