Shannon Ward joined Forward PWS in the Fall of 2019. Shannon specializes in income, gift, and estate tax planning, as well as income tax compliance and audit defense for high-net-worth individuals and their business interests, trusts, and private foundations. Her experience includes designing and implementing tax-efficient estate plans to meet the business succession and wealth transfer goals of her clients. Shannon also has significant experience consulting on tax issues related to divorce.
Shannon holds a Master of Business Taxation degree from the University of Southern California and a Bachelor of Science degree in Business Administration from the University of North Carolina, Chapel Hill. Prior to joining Forward PWS, she was a partner at Gursey | Schneider LLP and held positions as a wealth planner for an international investment management firm and as a tax manager at a national tax services firm. Shannon has lectured at the Hawaii Tax Institute and the California Society of CPAs Family Law Conference.
Shannon Ward, Managing Director