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Overview

Stefanie advises individuals, family businesses, and tax-exempt organizations on tax matters.

Stefanie has extensive experience helping families preserve and protect wealth for future generations through sophisticated estate planning and business succession planning, as well as trust and estate administration. Her primary focus is advising clients on a broad range of federal and state tax matters, including:

  • Estate tax
  • Gift tax
  • Income tax
  • Sales and use tax
  • Transfer tax

Stefanie resolves tax controversies with the Internal Revenue Service (IRS), assists in the preparation of federal and state fiduciary income tax returns, and handles company reorganizations, acquisitions, and sales. She also advises family businesses on business succession planning and structuring, such as drafting buy-sell agreements, shareholder agreements, operating agreements and purchase options.

In addition, Stefanie assists families with charitable planning and counsels tax-exempt organizations on formation, compliance and administration.


Industry

Services

Education

  • J.D., Washington University in St. Louis School of Law
    • Order of the Coif
  • B.S.B.A., University of Missouri
    • summa cum laude

Admissions

  • Missouri

Professional Associations and Memberships

  • The Missouri Bar
Experience

Tax

  • Advised businesses and individuals on a broad range of federal and state tax matters, including income, sales and use, transfer, estate and gift tax.
  • Counseled tax-exempt organizations on formation, compliance and administration.
  • Resolved tax controversies with the Internal Revenue Service (IRS).
  • Assisted with preparation of federal and state fiduciary income tax returns.

Estate Planning

  • Assisted individuals with estate planning, charitable planning, and trust and estate administration.
  • Advised family businesses on business succession planning and structuring.
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Outside the Office

Stefanie enjoys spending her free time with her family, including cheering on her children’s sports teams and volunteering with their scout troops. Stefanie and her family also enjoy vacationing in Salida, Colorado, and Gulf Shores, Alabama.