Judith Coan Balsan, CPA
Managing Director
TAG Associates responsibilities:
- Senior Advisor in Family Office Group
- Specialization in tax planning/compliance and wealth transfer for high net worth individuals
- Estate planning, intergenerational planning, tax compliance (including individual and gift tax), and management of family investment partnerships and foundations
Education and Professional Designations:
- Queens College, BA, Accounting
- St. John’s School of Law, JD
- Certified Public Accountant (CPA)
