Family Office

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

Experience:

  • Joined TAG in 2002

Education and Professional Designations:

  • Queens College, BA, Accounting
  • St. John’s School of Law, JD
  • Certified Public Accountant (CPA)