Contact Information
Direct Phone: 512.370.2756
Fax: 512.370.2730
Peggy Ugent functions as the accounting and tax director for all areas of the firm’s practice. She provides counsel to firm attorneys on income and transfer tax considerations with regard to proposed business transactions, choice of entity structure, and investment in pass-through entities. In her role as tax director for the firm, Ms. Ugent regularly researches and analyzes complex domestic and international tax issues, facilitates tax reporting and compliance for foreign trusts and domestic entities, and assists in the preparation of estate and gift tax returns. Ms. Ugent has extensive experience in the preparation and examination of all types of federal and state income tax returns, and her previous experience as a partner in a public accounting firm provides a strong background for dealing with the income and transfer tax issues encountered by the firm's clients.
Education
Golden Gate University (M.S., Taxation, 1988)
Eastern Illinois University (B.S., Zoology and Chemistry, 1974)
Professional Affiliations
Certified Public Accountant in Texas and California
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
California Society of Certified Accountants
Los Angeles Estate Planning Council
- Past President
South Bay Estate Planning Council
- Past President
