Marie Arrigo is a Tax Partner and Co-Leader of the Family Office Services Practice for the firms Personal Wealth Advisors Group. Marie provides tax consulting and compliance services to family offices, individuals, trusts and estates, and closely held businesses. She also chairs the Philanthropy and Charitable Giving Practice for the firms Personal Wealth Advisors Group, wherein she renders tax advisory and compliance services to the firms not-for-profit clients, which include public charities, private non-operating foundations, private operating foundations and trade associations, as well as to donors.\nMarie is a frequent speaker before professional groups and has written for various professional publications. She earned her undergraduate degree in Accounting and Management, and her M.B.A. in Taxation, both from New York University. Marie is a member of the American Institute of Certified Public Accountants (AICPA) where she co-chairs the Form 990 Task Force; New York State Society of Certified Public Accountants (NYSSCPA); Estate Planning Council of New York City, Inc., where she is a board director; Estate Planning Council of Westchester County, Inc.; and the Financial Womens Association (FWA). In addition, she serves as a board director and Treasurer for the Make-A-Wish Foundation of Metro New York and Western New York.
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Independent and authoritative analysis and perspective for the bond buying industry