Chantal Stennerson, EA

Principal

Chantal Stennerson

I help clients navigate the maze of tax implications associated with death. My hope is that I provide a great resource for clients during difficult and overwhelming times in their lives.

OVERVIEW

Chantal works with clients on meeting their compliance needs in the Wealth Transition Services area. She enjoys being able to grow and mentor staff across the firm.

When working with Chantal, clients can expect a detailed, thorough analysis of their tax situation along with recommendations and suggestions to help them meet their estate tax goals.

Outside of work, Chantal enjoys spending time with her husband and daughter and their energetic dog. She enjoys reading and spending time outdoors (weather permitting) golfing, fishing and walking.

QUALIFICATIONS

Memberships

  • Red River Valley Estate Planning Council

Designations/Licensures

  • IRS Enrolled Agent

Education

  • Bachelor of Arts, History and Political Science – Concordia College, Moorhead, Minn.
  • Bachelor of Science, Paralegal – Minnesota State University, Moorhead

KNOWLEDGE

Client Work

  • Reviews estate, fiduciary, and gift tax returns.
  • Provides education and training to individuals new to the Wealth Transition Services area.
  • Works with families and their advisors to achieve their goals of transferring their estate to their heirs and favorite charities.
  • Assists in reviewing and updating internal processes and procedures.
  • Guides clients through IRS and state tax examinations.

COMMUNITY

Community Involvement

  • Red River Valley Estate Planning Council, Treasurer
  • Development Committee for the Fargo Moorhead Area Foundation, Member
  • YWCA and United Way, Volunteer