Alison Proctor, CPA
Alison is a Certified Public Accountant with more than 14 years of experience providing tax planning and compliance services to high-net-worth individuals, multi-generational family groups, and emerging wealth individuals.
She holds expertise in the following disciplines:
- Tax advisory and compliance for partnerships, corporations, individuals and trusts
- Stock option planning
- Estate, gift and charitable giving planning
- Businesses in the real estate, high-tech and professional services industries