Allison P. Shipley
Principal, Tax - Personal Financial Services Practice, PwC LLP
Allison P. Shipley leads the Personal Financial Services (PFS) practice for PricewaterhouseCoopers for the State of Florida. Allison has over twenty years of experience in comprehensive tax and financial counseling at PricewaterhouseCoopers, and she serves on the Firm's Personal Financial Services (PFS) Advisory Council. The PFS practice is dedicated to serving the needs of high net worth individuals, estates and trusts, providing assistance in the areas of wealth transfer planning, income tax preparation and planning, retirement planning,and investment advisory services.
Allison is a member of PricewaterhouseCoopers' Wealth Transfer Solutions team, a national network focused on generating innovative estate and gift planning strategies. She has over twenty years of individual, estate and trust compliance and planning experience and works extensively with high net worth individuals and family groups, closely held businesses, and corporate executives. Her clients have included "C-suite" executives at Fortune 500 companies as well as individuals on the Forbes list of wealthiest Americans.
Allison specializes in comprehensive planning for high net worth individuals and families, business owners, and family offices. Her areas of expertise include income tax planning and compliance services, investment planning, and wealth transfer solutions for both U.S. and foreign individuals. Her expertise includes planning for U.S. and non-U.S. citizens and residents.
Allison also instructs professional education programs and is a facilitator for the firm's seminar program regarding all facets of financial planning and individual income and estate planning.
Allison is an Enrolled Agent, authorized to practice before the Internal Revenue Service. She earned an M.B.A. from the University of Virginia's Darden Graduate School of Business and a B.A. in Economics from Kenyon College. She also holds the Certificate of Language andCivilization of French Studies from La Sorbonne University (Paris, France). Allison is a member of the Board of Goodwill Industries of South Florida and is a director and treasurer of the WJS Foundation.