Business tax planning
Mergers and acquisitions
Estate and trust tax planning
Family limited partnerships
Generation skipping transfer trusts
Stanford University, Bachelor of Arts, History, Stanford University, Master of Arts, Education
Certified Public Accountant - State of Arizona
Hilarie has more than 25 years of business and professional accounting experience. Her diverse background includes working as a junior and high school math and history teacher, law firm paralegal, and real estate developer controller. While employed by a big eight firm she became a certified public accountant. Before joining Wallace, Plese + Dreher, she was a partner with Dennis, Schmich & Company, Ltd. Hilarie’s clients range from individuals to multi-million dollar companies. Using her comprehensive experience, Hilarie assists companies with mergers, acquisitions, sales, purchases, succession, and owner transition. She offers tax planning and consulting to partnerships, S corporations, and limited liability companies. Specializing in estate and trust tax planning, she provides practical guidance with gifting techniques and related strategies. She helps individuals, family members, and trustees with trust formations, living trusts, family foundations, family limited partnerships, decedent trusts, estate and gift tax returns, charitable remainder trusts, generation skipping transfer trusts, and legacy planning.