Beth has a finely-honed ability to not only advise her tax clients, but also provide personalized financial planning and deep insights that helps them achieve their goals. She’s deeply committed to meeting and exceeding her clients’ expectations and ensuring they have a complete view of their financial roadmap and objectives, and she has an exceptional gift for explaining complex issues and options in a relatable and meaningful way.
The in-depth financial subject areas Beth studied as part of her Personal Financial Specialist (PFS) training – a credential that can only be earned by CPAs and which requires extensive training – make her uniquely able to advise the owners of closely-held businesses and their owners not only on tax, but also on their wealth planning needs and how the two fit together for an optimized financial picture.
Beth is a frequent speaker and often appears in Barnes Dennig’s thought leadership videos, including the popular wealth management video series.
As a member of the tax team, Beth is responsible for preparing and reviewing individual, as well as pass through entity returns, and she oversees all aspects of tax client engagements, from year-end planning to researching special tax issues.
Beth graduated cum laude from Xavier University with a Bachelor of Science in Business Administration in Accountancy, and she earned a Master of Business Administration from Xavier University. She is a member of the American Institute of Certified Public Accountants (AICPA), the Ohio Society of Certified Public Accountants (OSCPA) and serves on the board of SD1, and the finance committees for both St. Joseph Parish, and Girls on the Run Cincinnati – an organization committed to strengthening a sense of confidence in young girls while fostering care and compassion for self and others.