shawn crisp

Specialize in the development, review, and administration of complex estate planning strategies to minimize both transfer (gift/estate/GST) taxes and income taxes, while still being mindful of my clients' non-tax goals (e.g. creditor protection). Experienced in administering a multitude of trusts (GRATs, IDGTs and sales thereto, private family foundations, FLPs/FLLCs, preferred partnership freezes, dynastic trusts, irrevocable life insurance trusts, and charitable trusts - both of the lead and remainder varieties), estates and investment management agency accounts for high net worth individuals and their families. Very adept in income tax strategies as they relate to trusts and the ability to minimize taxes to the overall family unit. Prepared over 120 fiduciary returns (Form 1041) for the 2015 tax year. Also experienced in preparing/presenting financial plans to clients utilizing a cash-flow based Monte Carlo program, as well as educating succeeding generations in general financial topics, ranging from budget preparation to mortgage analysis to lease vs. buy decisions, etc.

Started as a Staff Auditor January 2009, promoted to Senior Auditor January 2010, and promoted to Supervisory Senior Auditor June 2011. (As a side note, my marketing degree paid off as I was able to "sell myself" into a public accounting position with roughly 9 hours of accounting classes ... I did, however, complete the remaining 20+ hours of accounting classes in the spring and summer semester of 2009 - during "busy season," so that I would be eligible to sit for the CPA exam.) Specialized in assurance & attestation services for financial institutions and other miscellaneous industries and valuations of closely-held businesses for gift and estate tax purposes. Developed an in-depth knowledge of all phases of financial statement preparation for the three major accounting methods, GAAP, tax-basis, and cash-basis. Also developed a thorough knowledge of internal controls (and mitigating controls), specifically as they relate to small businesses where small staffs typically wear many "hats.'

Worked on the Marathon Oil account, primary job duties included cash and inventory forecasting.

Worked on independent research projects for the respective brokerage teams, and also assisted in the cleanup and preparation of data from SJC's legacy CRM system to facilitate its migration into their current system.

Responsible for developing, implementing, and performing various compliance programs to ensure proper account administration and minimize fiduciary risk to the largest extent possible. Such programs range from ensuring the propriety of distributions from clients' accounts to ensuring the investment objectives of our clients' accounts are appropriate for the account type, tax situation, etc. of the client and client's family. Also lead Trust Company's annual external financial statement audit, statement of controls (SOC Type II) report, and state/federal regulatory exams. As a result of my compliance role, I've had the opportunity to review well over 1,200 trust documents, affording me the ability to quickly analyze a trust document for key provisions and develop a thorough analysis of the document (strengths/weaknesses/potential items to consider amending).