Angela Romersi, CPA, CVA
Shareholder
- Provides tax consulting and compliance services to individuals, businesses, and fiduciary entities
- Specializes in divorce litigation support, including negotiation of settlement agreements, drafting of asset divisions and support formulas, provision of tax compliance services, and provision of expert witness testimony
- Offers valuation expertise to provide complete services to litigation and estate engagements
- Creates and implements strategic plans for wealth transfer, business succession, and charitable giving to meet client-specific goals
- Builds a team approach with attorneys and financial advisors to maximize the benefits of planning strategies
- Serves the community as Finance Committee member of Sojourner Family Peace Center and Nelson Grant Chair of the Whitefish Bay Public Education Foundation