Experience

Brown Smith Wallace

• Partner, Tax and Family Wealth Planning

  • Nov 2008 - Present

  Ann is a Partner in Brown Smith Wallace’s Tax and Accounting Services Group. She has over 25 years experience advising clients on tax issues relating to family wealth planning and privately-owned businesses, including real estate development and management, insurance sales and professional services, among others. Ann provides services to family businesses, wealthy families and executives with comprehensive wealth management services. Her practice focuses on individual income tax… Ann is a Partner in Brown Smith Wallace’s Tax and Accounting Services Group. She has over 25 years experience advising clients on tax issues relating to family wealth planning and privately-owned businesses, including real estate development and management, insurance sales and professional services, among others. Ann provides services to family businesses, wealthy families and executives with comprehensive wealth management services. Her practice focuses on individual income tax, estate, trust and gift tax and partnership taxation, including the following: - Income tax compliance and planning- Estate, trust and gift tax compliance and consulting- Education funding- Charitable gift planning- Personal financial planning- Family business consulting - State tax credit planningIn the real estate arena, Ann also supervises the Examinations and Compilations required for state Historic Preservation and Neighborhood Preservation Tax Credit rehabilitation projects. She has over 10 years of experience dealing with the many complexities involved with the historic preservation services relating to the issuance of tax credits by the Missouri Department of Economic Development and the IRS. Ann is a member of the MSCPA, the AICPA, the National Trust for Historic Preservation and is an active Board Member and Treasurer of the Missouri Alliance for Historic Preservation (Missouri Preservation). Show more Show less



Huber, Ring, Helm & Company (now Anders CPAs + Advisors)

• Tax Manager

  • Oct 1998 - Oct 2008

  Managed the preparation and review of individual, business, trust and estate income tax returns, as well as estate and gift tax returns. Performed Examinations and Compilations for Historic Preservation Tax Credit rehabilitation projects for the Missouri Dept. of Economic Development and the IRS.



Grace & Company (now UHY Advisors)

• Tax Supervisor

  • Oct 1987 - Oct 1998

  Prepared and reviewed individual, business, trust and estate income tax returns, as well as estate and gift tax returns.



Internal Revenue Service

• Examination Division Cadre Group Manager

  • May 1978 - Aug 1987

  Ann started her career as a Revenue Agent Co-op while in college and worked as a Tax Auditor and Revenue Agent for 2 years. She then worked as a Revenue Agent examining all types of individual and business income tax returns. During her tenure with the IRS, Ann was an Instructor for many training classes and worked a R/A Reviewer for completed examinations. Upon her promotion to Cadre Group Manager, she supervised Revenue Agents and managed their workloads in a variety of Examination… Ann started her career as a Revenue Agent Co-op while in college and worked as a Tax Auditor and Revenue Agent for 2 years. She then worked as a Revenue Agent examining all types of individual and business income tax returns. During her tenure with the IRS, Ann was an Instructor for many training classes and worked a R/A Reviewer for completed examinations. Upon her promotion to Cadre Group Manager, she supervised Revenue Agents and managed their workloads in a variety of Examination Division field groups. Show more Show less