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.