Myrna is a Principal of the firm, Director of Estates and Trusts, and a Senior Tax Manager in the Tax Department.
She specializes in individual, estate, and trust taxation and consults on all aspects of family wealth planning. She advises clients on growing their wealth, minimizing taxes, financing their retirements, preserving their assets, and planning for their legacies. She is the firm’s expert in estate and gift taxation. She is often consulted by attorneys and investment advisers who require her expertise in these complex areas.
Myrna’s clients include multi-generational families whom she assists with goal setting, estate planning, and business transition planning. She also provides income tax planning and financial advice for a number of multi-owner businesses.
She received her MBA in Finance from University of Maryland and her BA magna cum laude in Economics from Brandeis University, where she was elected to Phi Beta Kappa. Myrna received an Elijah Watt Sells Award for outstanding performance on the CPA Exam.
Myrna was awarded the Max Teichmann Outstanding Volunteer Award for the year 2013-2014 by the Maryland Association of CPAs. The award recognized her expert testimony before the Maryland House of Delegate’s Ways and Means Committee in support of estate tax reform. She continues to consult as a MACPA volunteer on matters of Maryland tax policy.
She has earned the Personal Financial Specialist (PFS), Accredited Estate Planner (AEP®), and Investment Advisor Representative (IAR) designations.
She currently serves on the Trust, Estate, and Gift Tax Technical Resource Panel of the American Institute of Certified Public Accountants (AICPA). She previously served as co-chair Advanced Tax Institute’s Estate Planning Day. She is a member of the Baltimore Estate Planning Council, the National Association of Estate Planners and Councils (NAEPC), the AICPA, and the Maryland Association of CPAs (MACPA). She has served as PTA president, has spoken to high school students on choosing accounting as a career, and has served a not-for-profit organization by providing financial counseling and budgeting education to families and young adults.
Myrna especially enjoys collaborating with clients of all ages to improve their financial well-being and to reduce the financial stress in their lives. She spends her free time exercising, entertaining family and friends, reading, and solving Sudoku puzzles.