ANTOINETTE MARSHALL Page 2
ANTOINETTE MARSHALL
Las Vegas, Nevada (702) 403-2584
EDUCATION
University of Denver, College of Law Denver, CO
LLM (Master of Laws) – Taxation, August 2005
Tulane University, College of Law New Orleans, LA
Juris Doctor, May 1999
Internal Revenue Service, VITA (Volunteer Income Tax Assistance), 1998 tax season
Study Abroad Program, Paris, 1998
Loyola University, College of Business New Orleans, LA
Bachelor of Business Administration, Accounting, May 1993
Dean’s List, 3.41 GPA, “Who’s Who in American Colleges”
Volunteer of the Year Award for tutoring disadvantaged children
ADMISSIONS & PROFESSIONAL CERTIFICATIONS
· Certified Public Accountant (CPA) – Virginia, April 2006 Admitted U.S. Tax Court, 2004
· Admitted Nevada Bar (2008) and Virginia Bar (2001) Admitted US Bankruptcy Court (VA)
PROFESSIONAL EXPERIENCE
Wells Fargo Atlanta, Georgia
Vice President - Sr. Wealth Planner April 2011 – April 2012
· Provided wealth planning services for high net worth clients ($5million to $50 million) in the Private Bank including tax, estate planning, business succession planning, retirement and cash flow planning.
· Served as a technical expert for internal partners.
· Successfully completed Wells Fargo’s Business Succession Specialist Level 1 Program which included lecture and study on the subjects of integrated strategic planning for business owners, choice of entity, buy sell agreements, investment and insurance planning, asset protection and family dynamics, intra-family transfers, sales to third parties, and ESOPs.
STA (Strategic Tax Advisors- www.sta-na.com Chicago headquarters)
Senior Tax Consultant October 2006 – March 2011
· 100% travel – Provided innovative U.S. tax planning and consulting for high net worth clients (business owners) in the areas of tax minimization, estate planning, business succession, exit strategies and retirement planning.
· Demonstrated an understanding of increasingly complex technical tax concepts and effectively applied tax knowledge to a client’s situation; Performed due diligence for each client including the review of tax returns, financials, and other tax documentation to evaluate potential tax risks and opportunities; Managed each client’s engagement, from client interview, information gathering and documentation, to the creation of project deliverable.
· A proven track record of marketing and selling implementation for tax planning strategies to clients; 2008 and 2009 billed and collected over $1.6 million in revenue for the company; Recipient of the 2008 STA Superior Achievement award.
· Providing for each client and/or his or her professionals (Attorneys/CPAs) two to four hour PowerPoint presentations of STA’s tax planning strategies.
Marquis & Aurbach Las Vegas, NV
Estate Planning/Tax Attorney September 2005-August 2006
· Primarily advised clients in estate planning; drafted estate planning documents on Wealth Docs software; provided asset protection planning for clients; handled probate and trust administration for clients.
Cholmondeley & Associates, P.C. Richmond, VA
Bankruptcy Attorney January 2003 – July 2004
· Successfully represented over 175 clients in Chapter 7 and Chapter 13 bankruptcies resulting in favorable discharges.
· Developed effective working relationships with Chapter 7 and Chapter 13 trustees based on reputation for overall preparedness.
· Successfully settled issues on the valuation of personal assets with creditors and negotiated valuation of business property in several commercial Chapter 7 proceedings to achieve lowest cost resolution for the debtors.
· Fully litigated five bench trials in civil actions ranging from landlord/tenant to a commercial contract dispute.
· Exposure to residential real estate law through representation of buyers in seven purchases and refinancing transactions (closings); drafted deeds.
· Prepared operating agreements for two limited liability corporations; prepared documents for the business formation of corporations and partnerships; prepared several wills, medical directives and power of attorney documents.
· Designed and implemented new procedures for the exchange of information between the attorneys, legal support staff and clients that substantially improved office efficiency, client communication, and decreased redundancy.
Carlson Woo and Company, P.C. Richmond, VA
Tax Preparer December 2003 - April 2004
· Part-time evening position - prepared tax returns for individuals using Ultra Tax computer package.
Affiliated Attorneys Richmond, VA
Bankruptcy Attorney May - October 2002
· Consulted with over 60 clients regarding their financial position and bankruptcy; prepared, reviewed and filed Chapter 7 and Chapter 13 bankruptcy petitions and schedules, amendments to schedules and plan modification.
· Trained two legal assistants to assist in the bankruptcy process.
(CAPS) Claim Accounting and Preparation Services Group (subsidiary of Marsh & McLennan Co.) Richmond,VA
Consultant-Accountant September 2000 - April 2002
Marsh Risk Consulting Division
.
· Consulted and provided insurance claims preparation, documentation and presentation services on behalf of corporate policyholders that experienced multi-million dollar business losses due to the World Trade Center disaster.
· Identified and quantified losses related to property damage, contents, business interruption, and extra expenses for several companies; calculated loss margins associated with lost production and/or sales; produced graphs, schedules and detailed reports; consistently maximized financial recovery for clients; mitigated companies’ costs through expert analysis of business loss exposure.
· Prepared a 40 page claim for a drug chain that experienced losses in 38 of its stores due to the WTC disaster; claim amount for business interruption loss, extra expenses, fixed asset loss and contents exceeded $75 million.
· Acted as temporary liaison for consultants and insurance adjusters during the World Trade Center disaster; coordinated and assigned senior consultants to multimillion-dollar projects; assisted in establishing CAT emergency office after the World Trade Center disaster.
New York Life Insurance Company New York, NY
Accountant--Securities & Regulations Division January 1994 - August 1996
· Assisted in the accounting, reporting and financial analysis of NYL’s $35 billion portfolio of bonds and stocks to ensure compliance with the rules and regulations of the National Association of Insurance Commission.
· Balanced monthly U.S. and foreign acquisitions, dispositions, and income; prepared monthly, quarterly and year-end journal entries and analyzed interest rate swaps, floors, caps, fund pricing, exchange rates and mortgage backed securities; prepared, analyzed and reconciled monthly, year-end and quarterly reports; prepared GAAP reports and D-Schedules.
PROFESSIONAL ORGANIZATIONS
American Assoc. of Attorneys-Certified Public Accountants (Associate Member)
COMPUTER SKILLS
Proficient at BNA Tax Portfolio research, Excel, Lotus 123, Word, WordPerfect, Powerpoint, Best Case Bankruptcy Program, ECF Filing, and Westlaw; Wealth Docs (training) for estate planning; some knowledge of QuickBooks.