Martina Weihs-Werner, CPA
Managing Director
TAG Associates responsibilities:
- Senior Advisor in Family Office Group
- Taxation and wealth preservation planning for high net worth families and their associated entities
Experience:
- Joined TAG in 2014
- Public accounting background with specialization in high net worth individuals, trusts, and estates
Education and Professional Designations:
- Pace University, Lubin School of Business, MS
- Vienna University of Business Administration & Economics, MBA, Economics
- Estate Planning Committee of the New York State Society of Certified Public Accountants (NYSSCPA), Member
- NYSSCPA Trust & Administration Committee, Member
- American Institute of Certified Public Accountants, Member
- Society of Trust & Estate Practitioners, NYC Chapter, Member
- Certified Public Accountant (CPA)