Joan Trimble, a tax partner at Berdon LLP, has been with the firm for more than 30 years. Advising high net worth individuals, she works closely with them on income tax planning and devises strategies to help preserve and protect their net worth. Ms. Trimble also consults on U.S. and overseas tax issues with expatriates as well as with resident and nonresident aliens.
PROFESSIONAL MEMBERSHIPS AND ACTIVITIES
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
EDUCATION AND LICENSES
Ms. Trimble graduated magna cum laude from the University of Massachusetts in Amherst with a Bachelor of Business Administration degree in accounting. In 1977, she obtained her license as a certified public accountant in New York.