Services: Tax
Professional Overview
Prior to joining JMF in 1987, Cathy worked for a national firm. Cathy was made shareholder in 1998. She holds a BS in Biology and Financial Management and a Master of Tax Accounting from the University of Alabama. Cathy is a member of the Alabama Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants. She is also a former President of the Tuscaloosa Estate Planning Council. Her expertise in the estate planning industry led her to become manager of the Estate Tax and Planning Department at JMF.
Education, Credentials and Special Training
Certified Public Accountant-Alabama
B.S., Accounting, University of Alabama
Masters, Tax Accounting, University of Alabama
Professional Affiliations
American Institute of Certified Public Accountants
Alabama Society of Certified Public Accountants
Civic and Community Activities
Altrusa International
Kentuck Festival of the Arts
Tuscaloosa Estate Planning Council, Former President
UAB Professional Advisory Board
Alabama Land Trust, Inc., Board of Directors
Georgia Land Trust, Inc., Board of Directors
The Chattowah Open Land Trust, Inc., Board of Directors