Someone is sitting in the shade today because someone planted a tree a long time ago.
Gerri Nelson is a Senior Tax Manager and brings 40 years of public accounting and industry experience to our firm. Gerri’s ability to decipher complicated corporate tax law and understand the impact it will have on our clients makes her a valuable and much sought-after team resource. She holds a Bachelor of Science degree in Business Administration from the University of Nebraska, a Master of Taxation degree from the University of Denver, is a licensed CPA in Colorado, and is certified as a Personal Financial Specialist with the AICPA.
Gerri specializes in closely held businesses, pass-through entities, family partnerships, trusts, and high net worth individuals. She participates in estate plan implementation, individual and business income tax preparation and planning, gift tax, wealth transfer, and succession planning. Gerri prefers to focus on processes and good business practices. Her passion is to help clients increase their net wealth and achieve their goals.
Industry experience includes real estate, oil and gas, retail, and service businesses.