Press Release
Soren McAdam Christenson LLP
Certified Public Accountants and Business Advisors
Contact: Roger Wadell, Partner
909.798.2222
PR Contact: Ron Burgess
909.798.5737
FOR IMMEDIATE RELEASE
November 7, 2006
Soren McAdam Christenson LLP Adds Estate Attorney to Their Team
Soren McAdam Christenson LLP is pleased to announce that Ann Herring has joined the firm in the capacity of Senior Manager with an emphasis in estate planning. She will provide taxation and estate planning expertise to the company’s clients.
“Ms. Herring’s understanding of tax law enables her to provide SMC clients with the expertise, support and comprehensive counsel that they require,” Roger Wadell, managing partner of the firm recently stated.
“At Soren McAdam Christenson LLP, we actively seek team members with expertise in the key industries we serve, uniquely equipping them to provide the most comprehensive service to our clients. Ultimately, it makes our firm stronger and better positioned to serve our clients.”
Ms. Herring has over 15 years’ experience in the field, plus hands-on experience as a business owner. Skilled in the area of estate planning, with expertise in charitable planning, business succession planning, and family wealth transfer, she specializes in trust administration, including fiduciary, gift, and estate taxation.
She earned her B.A. from the University of California at Riverside, and her LLM from Boston University. She is also a member of the California Bar Association and holds her JD. She has won American Jurisprudence Awards in Income Tax II, Partnership Taxation, and in Estate Planning, plus served as staff writer for the Boston University Journal of Taxation.
Past experience includes a Tax Manager position at Ernst & Young, where she served as a member of the Personal Financial Counseling Team for the Southern California area. Additionally, she has experience in small business, providing services in estate planning, including drafting and implementing estate planning documents. As a SMC team specialist, services provided include estate planning, post-death administration, fiduciary compliance, and charitable planning.
For more information on SMC, contact Roger Wadell, partner, at 909.798.2222 or visit www.smc-cpas.com.
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