Director

Pam Dennett, CPA, CFP

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Bio

Meet Pam

A Director in the Tax practice, Pam has over 29 years of experience working with ultra-high-net-worth individuals, family offices, corporate fiduciaries, multi-generational families, business owners and executives. She provides tax planning relating to estate tax, gift tax, charitable planning, income tax (individual and fiduciary) and generation-skipping transfer tax, and she has specialized expertise in post-mortem tax assisting executors/trustees with the administration and taxation of complex estates and trusts, including trust funding.

Pam holds CPA and CFP® licenses and is a member of the Dallas Estate Planning Council.

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Experience

Professional History

Experience

  • Deloitte LLP
  • Goldman Sachs
  • BDO LLP

Associations

  • Dallas Estate Planning Council

Education

  • Old Dominion University

Pam's Thought Leadership
Blog articles
Article
We expect numerous tax increases in the near future. Here’s what to focus on now to optimize your current opportunities.
Blog articles
Article
The current crisis may be impacting many of your elderly constituents. We’ve created this resource as a public service ...
Blog articles
Article
Signed into law in December 2019, the SECURE Act includes retirement planning and other tax changes for individuals, pl...