Elizabeth Egan, CPA, is a director in the Tax and Accounting Department at MBAF. She has been in public accounting profession since 1999.
Elizabeth is very detail oriented and responsive. Throughout her career, she has made 100% customer satisfaction her primary goal. She has been serving clients in various aspects of tax services, including: small business, high net worth individuals, automotive industry, fiduciary income taxation, trusts and estates, non-profit organizations, real estate and construction.
Elizabeth also focuses on accounting and tax planning for hotels as well as developers, hotel operators and commercial and residential rental property owners in the real estate arena. This includes cost segregation studies.
American Institute of Certified Public Accountants
Certified Financial Management Association – South Florida Chapter
Florida Institute of Certified Public Accountants
National Association of Women in Construction
Summit Education – Leadership Program Graduate
The Construction Underground – Board of Directors
Florida International University – Master of Science in Taxation
Florida International University – Bachelor of Accounting
On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act. Ever since then, politicians and pundits alike have been offering their opinions on the implications of the sweeping tax reform legislation. The experts at MBAF have bee ...
The article “Is your employer’s retirement plan getting less attractive?” explains why the new TCJA devalues putting money into traditional tax-deferred plans and favors Roth versions. Does the same reasoning apply to conversions fr ...
For a variety of estate planning and asset management purposes, many affluent families hold their assets in trusts, family investment vehicles or charitable foundations. If assets held in this manner include interests in hedge funds, private equity f ...