Allison Shipley


Allison P. Shipley is a principal in the Personal Financial Services practice, leading the Florida market. She has more than 20 years of experience providing tax and financial services to high-net-worth individuals and their families. Her areas of expertise include income tax planning and compliance services, investment planning, estate and gift tax planning, business succession planning, and overall wealth management and transfer solutions for both US and foreign individuals. 
Her clients include owners of large, multi-generation, family owned businesses and "C" suite executives at Fortune 500 companies as well as individuals on the Forbes list of wealthiest Americans. Allison holds a BA from Kenyon College, a MBA the University of Virginia, and a Certificat, from Sorbonne University. 
Additionally, Allison is an Enrolled Agent, authorized to practice before the Internal Revenue Service. 

IRS Issues Draft Instructions for Net Investment Income Tax Form
In January 2014, the IRS released draft instructions for Form 8960, Net Investment Income Tax – Individuals, Estates, and Trusts, as well as the final version of Form 8960.
Help Reduce Your Client’s Net Investment Income Tax Liability
With 2013 coming to a close and the individual compliance season on the horizon, clients with historically passive income would be well advised to spend some time focusing on their possible net investment income tax liability to determine whether there might be an opportunity to reduce their possible tax.
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