Heather Oboda

Ms. Oboda has nearly two decades of experience in public accounting. With a focus in trust and estates, she provides tax, financial, estate, and succession planning. She specializes in coordinating family group returns, including their entities, trusts, and private foundations, in addition to their personal returns. Ms. Oboda’s clients include trusts and estates, high net worth individuals, closely-held businesses. She is an active member of the firm’s Trusts and Estates Practice. Ms. Oboda has presented at a number of events and has written a number of articles relating to estate planning. She has a well-rounded background due to her experience working at firms that has exposed her to all aspects of engagements, including bookkeeping and attest work (401k and not-for-profit audits). Ms. Oboda has significant tax experience, working with corporate, partnership, S-Corp, trusts, and individual returns, awarding her with an in-depth understanding of the engagement and her client’s transactions.