Pollyanna S. King, CPA, MST
Trust and Estate Specialist
Pollyanna is a seasoned tax professional with more than 20 years of tax experience. She has 15 years specializing in trust and estate reporting including 5 years as a Trust Tax Officer in New Hampshire. She understands trusts and their tax impacts on beneficiaries.
Pollyanna has a Masters in Taxation from Suffolk University in Boston and a Business degree from the Whittemore School of Business and Economics at the University of New Hampshire. She is a member of the American Institute of Certified Public Accountants and the New Hampshire Society of Certified Public Accountants. She is also a member of the New Hampshire Estate Planning Council. Pollyanna works closely with clients and their advisory team. This often includes the investment advisor, the attorney, and the family members connected with a trust or an estate. Over the years, Pollyanna has assisted thousands of trustees, beneficiaries and individuals with understanding income, estate and gift taxation laws. She regularly assists individual trustees in planning for final liquidation of trusts and is frequently asked to assist attorneys with tax projections and multiple prior year gift tax filings. Pollyanna enjoys assisting with the implementation of a strategy that ensures the clients desired result. |
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