As a CPA, I have had the opportunity to work alongside Stephanie many times as we jointly advised our mutual clients from both a legal and tax perspective. Her advice is always practical, technically on point, and realistic to implement given the clients’ issues they are trying to resolve. I have also had the pleasure of working with her personally on my own family estate planning. I continue to look forward to referring her to many of my clients in the future.
Pamela Bustos
August 19, 2020
