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Mark Pieper

Erica has been a great addition to our team of professionals at PWB. Her wisdom, honesty, creativity and integrity are a few of the attributes that make Erica a great professional. She is a leader in our estate and trust department and has demonstrated the ability to take complicated issues and create great solutions for our clients. I highly recommend her as a professional resource and advocate for the services we provide at PWB.

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Experience

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Attorney/CPA
      • Aug 2016 - Present

      Estate planning services; Probate administration; Preparation of estate, trust and gift tax returns Estate planning services; Probate administration; Preparation of estate, trust and gift tax returns

    • United States
    • Performing Arts
    • 1 - 100 Employee
    • Treasurer
      • Apr 2005 - Present

      Preparation of exempt organization tax return; Chair of Finance Committee Preparation of exempt organization tax return; Chair of Finance Committee

    • Attorney
      • Aug 2015 - Jul 2016

      Estate planning services Estate planning services

    • United States
    • Accounting
    • Manager - CPA/Attorney
      • Aug 2014 - Jul 2016

      Preparation of estate, trust, gift, individual, exempt and business tax returns Preparation of estate, trust, gift, individual, exempt and business tax returns

    • United States
    • 1 - 100 Employee
    • Attorney/CPA
      • Sep 2006 - May 2014

      Preparation of individual, corporation, S corporation, trust, partnership, estate, gift, and private foundation tax returns; Draft estate planning documents including wills, trusts, Health Care Directives, and Power of Attorney forms; Family Office administration; Probate administration; Resolve IRS and MN Revenue audit issues; Prepare annual and quarterly trust accounting; and work with QuickBooks, Lacerte tax, Excel, Word and Word Perfect Preparation of individual, corporation, S corporation, trust, partnership, estate, gift, and private foundation tax returns; Draft estate planning documents including wills, trusts, Health Care Directives, and Power of Attorney forms; Family Office administration; Probate administration; Resolve IRS and MN Revenue audit issues; Prepare annual and quarterly trust accounting; and work with QuickBooks, Lacerte tax, Excel, Word and Word Perfect

Education

  • William Mitchell College of Law
    JD, Law
    2000 - 2003
  • University of Minnesota - Carlson School of Management
    BSB, Accounting
    1998 - 2000

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