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Alicia Sturtevant profile image

Alicia Sturtevant

Tax Partner - Wealth Management Industry at Plante & Moran, PLLC
Intro Book
Alicia Sturtevant, a seasoned tax expert with 23 years of experience, leads Plante & Moran's fiduciary income tax practice, excelling in trust taxation, estate and gift tax planning, and individual taxation.
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Location
Traverse City, Michigan, United State...
Skills
  • Fiduciary Income Taxation
  • Individual Taxation
  • Estate And Gift Taxation
  • Trust Accounting
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Bio

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Alicia Sturtevant is a seasoned tax professional with over 23 years of experience in fiduciary income taxation, estate and gift taxation, and trust accounting. She is a Tax Partner at Plante & Moran, PLLC, where she has led the firm's fiduciary income tax practice and mentored younger colleagues. Alicia holds a Bachelor of Science in Business Administration from Central Michigan University and is a board member and treasurer of the Estate Planning Council of Grand Traverse Area. She is also a member of the AICPA and the Michigan Association of CPAs. With expertise in languages such as English, Alicia has developed strong skills in fiduciary income taxation, individual taxation, and estate and gift taxation. Her experience has equipped her to provide financial planning and compliance services to high net worth individuals and their families.

Credentials

  • Certified Public Accountant
    State of Michigan

Experience

  • Plante & Moran, PLLC
    • Traverse City, Michigan
    • Tax Partner - Wealth Management Industry
      • Jun 2001 - Present
      • Traverse City, Michigan

      As the firm's fiduciary income tax practice leader, I specialize in assisting trustees with tax planning and compliance in relation to trust taxation as well as formal trust accountings so that they can meet their fiduciary responsibilities. For more than 15 years, I’ve helped high net worth ...

  • Schnepp Health Care Center
    • St. Louis, Michigan
    • Administrative Assistant
      • 1997 - 2000
      • St. Louis, Michigan

      General office management including answering calls, scheduling, and filingImplementation of new timeclock systemAssist with admission and discharge of residents

Education

  • 1997 - 2001
    Central Michigan University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting”

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