Natalie B. Takacs, CPA, MT

Experience

Natalie is a Senior Manager in Meaden & Moore’s Personal Tax Advisory Group. With over 20 years of experience working in the areas of individual, stock options, trust, and estate and gift tax, Natalie is skilled in managing the complex tax issues and transactions that her clients encounter when making financial and business decisions.

Natalie works closely with her client’s investment advisors to formulate and execute a financial plan that takes advantage of the best tax savings strategies available. This approach offers clients the resource to couple their financial and investment decisions with their tax planning. Natalie attends to the needs of her clients with the high level of service and attention one would expect from a trusted advisor.

Areas Of Specialization

• Taxation of High Net Worth Individuals
• Individual Retirement Accounts (IRAs)
• Charitable Planning
• Stock Options
• Non-qualified Deferred Compensation
• Income Taxation of Decedents, Estates & Trusts

Education

• John Carroll University, BSBA Accounting
• University of Akron, Masters Degree in Taxation

Professional Development

• Estate Planning Council of Cleveland
• Ohio Society of Certified Public Accountants
• Member of AICPA
• Community/Philanthropic Pursuits
• Sunday school teacher

Publications

• The Tax Consequences of Point-Based Employee Reward Programs, Tax Adviser
• IRS Once Again Confirms Unfavorable Position on Material Participation Standard for Trusts, Tax Adviser
• ISOs and AMT: improving the odds when gambling with the IRS, Tax Adviser