Qualifications

EDUCATION
BA Economics, History · University of Texas

CERTIFICATIONS
Certified Public Accountant, Texas
Certified Divorce Financial Analyst

PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants Dallas Estate Planning Council
Institute for Divorce Financial Analysts
Texas Society of Certified Public Accountants

MARKETS OF EXPERTISE
Estate and Trust Planning & Compliance, Divorce Financial Planning, Tax Planning & Advisory

SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance

Background

Ann Searcy offers deep expertise in trust and estate planning, tax compliance, financial issues related to divorce, and IRS representation. She works with businesses, individuals, and families to help them meet their income and estate tax objectives. She leverages her expertise to help other professionals craft effective solutions for wealth transference among generations. In addition, Ann provides tax and financial guidance to assist individuals in evaluating the immediate and long-term implications of divorce decisions.