Aubrey J. Lynch (BSAc ’03, MAcc ’03) | February 2019

Lynch (BSAc 2003, MAcc 2003), CPA, was recently hired by the Sarasota law firm Williams Parker as director of fiduciary tax matters. She is formerly a principal with CS&L CPAs.

Lynch oversees tax and accounting matters as they relate to the firm’s fiduciary services, facilitating fulfillment of trustees’ duties and responsibilities in coordination with legal counsel. She prepares, files and reviews federal estate tax returns (Form 706), federal gift tax returns (Form 709), and fiduciary income tax returns (Form 1041); provides tax analysis and advice on income, estate and gift tax matters during period of administration; and prepares periodic and final accountings and plans of distribution.