"Much of my time is spent working with clients who are planning what will happen to their property after death. It is very rewarding when I can make this transition as smooth as possible and leave them feeling reassured that their property will be dealt with in the desired manner."
As a tax specialist, Ramona works closely with businesses and individuals to minimize their tax burdens. Specifically, Ramona is a valuable resource for estate, gift and fiduciary taxation issues, wealth transfer and estate planning.
Ramona has a patient nature and pays attention to detail.
Outside of work, Ramona enjoys reading mystery novels, flower gardening, travel (especially to see her grandchildren – and their parents) and being at the lake.
American Institute of Certified Public Accountants
North Dakota Society of Certified Public Accountants
Certified Public Accountant
Bachelor of Science, Accounting - Minnesota State University Moorhead
Worked with farm families on how to transfer the farm operation to their farming children while still providing a fair distribution to the nonfarming children with a tax-efficient plan.
Work with closely held business owners to begin transferring some ownership to the next generation using allowed techniques. As part of this process, we structure the transfer to be most tax efficient for both income tax and estate tax perspective while considering the family’s goals for control of the business, children’s access to cash flow and cash flow for all parties.
Red River Valley Estate Planning Council