About
With nine years of tax services experience at Wealth Enhancement Group and Ogden Wealth Management, Shana has a keen understanding of tax advisory, planning and preparation needs of wealth management clientele.
Her experience covers tax planning, preparation, and resolving IRS and state taxing authority notices for a broad range of individual, gift tax, trust, partnership, and S Corporation tax situations.
Shana enjoys working with clients and their financial advisors to understand clients’ tax situations, financial goals, and longer-term aspirations, to develop tax-efficient plans and enhance their tax savings. She loves researching and devising effective approaches for addressing complex tax situations and helping her clients understand their taxes and tax savings opportunities.
Shana lives with her husband in California. They have been married for 35 years. She enjoys reading, solving puzzles, playing the piano and organ, and spending time with her four children and their families.
Education
- BS, Home Economics Education - University of North Carolina, Greensboro
Resources from Shana Morris
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Contact me via email or me at the top of the page.
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