In her role as tax and accounting director for the firm, Ms. Ugent draws on her background as a certified public accountant; she regularly researches and analyzes complex domestic and international tax issues, facilitates tax reporting and compliance for foreign trusts and domestic entities, and oversees the preparation of income, estate, and gift tax returns. Ms. Ugent has extensive experience in the preparation and examination of all types of federal and state income tax returns, and her previous experience as a partner in a public accounting firm provides a strong background for dealing with the income and transfer tax issues encountered by the firm’s clients.
Ms. Ugent is a member of the American Institute of Certified Public Accountants Trust, Estate and Gift Tax Technical Resource Panel, and also serves on the AICPA’s Foreign Trust Task Force. Ms. Ugent received her B.S. in Accounting from Eastern Illinois University in 1974, and her M.S. in Taxation from Golden Gate University in 1988.