Maggie focuses on estate, succession planning and individual taxation for business owners, executives and high-net-worth individuals. She assists clients with researching and planning through complex tax issues impacted by multiple aspects of federal and state tax laws. Maggie is also responsible for reviewing the preparation of tax returns incorporating issues such as individual income tax, gift tax, estate tax, inheritance tax and fiduciary income tax.
Member—American and Pennsylvania Bar Associations
J.D.—West Virginia University
M.B.A.—West Virginia University
B.A.—University of Findlay
Do you have a hobby/personal passion?
I enjoy playing sports with my kids, traveling with my husband, and cooking.
Who is your role model?
My parents.
People would be surprised to know that I…
Played college basketball.
Do you have a “motto”? (spoken or unspoken)
Work hard and be kind.
When you have an hour of free time, what do you like to do?
I’m always up for anything with my three kids—spending time with them is my greatest joy.
Do you have advice for young professionals?
Be consistent and disciplined with your work, find a mentor, and be a good teammate.
Big Problem: Inefficient Tax Credit Realization.
Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.