Elizabeth Morin is a tax director at Anchin as well as a member of Anchin Private Client. Elizabeth has more than 30 years of experience servicing high net worth individuals and multi-generational families. She helps her clients implement strategies for long-term financial security and wealth preservation in the areas of individual, fiduciary, gift and foundation tax compliance and planning. Elizabeth works with clients to develop wealth transfer strategies, incorporating tax strategies and estate planning.
In addition to client responsibilities, Elizabeth is a member of the Firm’s mentoring program where she plays a role in the recruiting, training and mentoring processes at Anchin. She is also an instructor for in-house professional development seminars.
Elizabeth is a member of the New York State Society of Certified Public Accountants (NYSSCPA) and the Financial Women’s Association (FWA).
- Private Client
- Tax Planning and Compliance
- Trusts and Estates
- How to Talk to Your Kids about their Gap YearAugust 30, 2021
Although taking a “gap” year between high school and college is less common in the United States than it is in Europe, an increasing number of young Americans are choosing this path. A gap year doesn’t necessarily have to be “time off”; rather, it can offer your child a prime opportunity to learn lessons outside of the classroom, such as the impact of volunteer work, cultivating a new skill or experiencing new cultures. One way to better ensure that your child is using the time wisely is to talk to them about what their plans are and how their gap year fits into their future goals and values.
- What Does a Trustee Do?March 31, 2021
Your estate plan may include several different trusts. The reason is that various types of trusts can accomplish a myriad of estate planning goals. Thus, it’s critical to understand the role of a trustee.
- A Tax Checklist for Newly Married CouplesJanuary 21, 2021
Marriage changes a lot of things, taxes and other matters are on that list. Newlyweds should know how saying “I do” can affect their tax situation and other matters.
- Sending Children to College During COVID-19: What You Need to Know August 21, 2020
Even under typical circumstances, sending your child to college can bring on a mix of emotions. However, the coronavirus pandemic has added new variables to consider when prepping your child to go back to school.
- Planning in Parenthood: Considerations for Choosing a Guardian for your ChildApril 22, 2020
There are many bittersweet realities along the journey of parenthood. One that carries more of a bitter tone is the understanding that no one is invincible, and that planning must be done with the children’s best interest in mind should the unthinkable occur.
- Wisdom from the Women of Anchin Private ClientMarch 18, 2020
In honor of Women’s History Month, we asked some of the amazing women in Anchin Private Client to share their wisdom. We hope that you find this piece thought provoking and that it allows you to better get to know some of the powerhouses behind the practice.