A policy with an investment component that addresses both income and estate tax goals. PPLI is a type of variable universal life (VUL) insurance that provides the same death benefits as other life insurance policies while allowing for the possibility for significant growth in cash surrender value. With recent changes to the premium tax on
Susan provides comprehensive tax and estate planning to high‐net-worth individuals and multigenerational families as part of our Family Office services.
Susan has more than thirty years of tax accounting experience, specializing in the tax issues related to trusts, individuals, limited liability companies, and partnerships. Her previous experience includes serving as Director of Operations for Commonwealth Trust Company and as Tax Director and Principal at local CPA firms.
Susan is a graduate of Northwestern University, where she majored in Mathematics, and she studied Accounting at the University of Delaware. She is a Certified Public Accountant (CPA) in the State of Delaware, and holds the AEP® (Accredited Estate Planner) designation. She is a member of the American Institute of Certified Public Accountants and the Delaware Society of Certified Public Accountants. Susan is a past President of the Board of Directors of the Estate Planning Council of Delaware. She currently serves on the Board of Directors of the Delaware Center for Horticulture and has been active in many non-profit and civic
Susan has published articles on various tax and trust related topics, including retirement planning and foreign tax reporting requirements for trusts. She has frequently spoken for professional organizations, including the Delaware Society of CPAs and the Delaware Bankers Association.