Goepfert, Paige

Paige Goepfert

Managing Director/Partner

Phone312.283.5547

Emailpaige.goepfert@Andersen.com

Paige Goepfert is a member of the Andersen Private Client Services team and works with ultra-high net worth families, family offices, business owners, and executives on tax planning and income tax compliance. 

Paige has over 18 years of experience in public accounting specializing in individual, fiduciary, and estate taxation.

Paige develops and implements multi-generational wealth and estate planning transfers and works with family office employees and multiple generations of family members.

She also consults with clients regarding a variety of planning matters including family partnerships, gifting, private foundations and other charitable vehicles. Paige also works with executors and estate administrators in managing a decedent’s estate.

Paige frequently lectures on estate planning, taxation of trusts, and wealth strategies for the AICPA Advanced Estate Planning Conference and a variety of other professional venues. She has also published an article in The Tax Adviser: Important Lessons Regarding Valuation Issues.

Firm

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Location

Location   Chicago, IL, United States

Education

  • Brigham Young University, BS (Accounting)
  • Brigham Young University, MAcc (Taxation)

Affiliations

  • American Institute of CPAs
  • Illinois CPA Society – Taxation Estate, Gift and Trust Committee (Past Chair); Content Advisory Group Member
  • Chicago Estate Planning Council – Board Member; Fundamentals Committee (Past Chair)
  • Certified Specialist in Estate Planning