Connie L. Estopinal, CPA/PFS

Managing Partner at Mohle Adams
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Bio

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Credentials

  • Personal Financial Specialist
    American Institute of Certified Public Accountants
    Jan, 2000
    - Nov, 2024
  • Certified Public Accountant
    NASBA
    Mar, 1987
    - Nov, 2024

Experience

  • Mohle Adams LLP
    • Accounting
    • 1 - 100 Employee
    • Managing Partner
      • Oct 1985 - Present

      I specialize in tax planning strategies, particularly the tax-efficient transfer of wealth. My role entails significant work experience in tax planning, estate planning, and fiduciary support services in the technical areas of: *Family and Investment Partnerships *Estates *Trusts *Private Foundations I specialize in tax planning strategies, particularly the tax-efficient transfer of wealth. My role entails significant work experience in tax planning, estate planning, and fiduciary support services in the technical areas of: *Family and Investment Partnerships *Estates *Trusts *Private Foundations

Education

  • Northern Illinois University
    Bachelor of Science (B.S.), Accounting
    1977 - 1981
  • Southern Illinois University
    Bachelor of Arts (B.A.), Psychology
    1972 - 1976

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