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Speaker

Irene Estrada

JD
Managing Director
PwC
Irene is a Tax Managing Director who serves as a national resource to our Private teams, specializing in estate, gift, and trust issues for ultra high net worth individuals. Irene has twenty plus years of experience advising clients on planning and consulting matters involving income and transfer tax, family business succession, and cross-border issues. She works on structuring trusts and wealth plans for tax efficiency. Before joining PwC, Irene was a managing director with KPMG's national tax office focusing on estate, gift and trust matters. She was also previously a vice president and senior wealth planner with PNC Wealth Management, where she provided advice on complex estate and other wealth planning issues. Irene started her career as a trusts and estates attorney at Covington & Burling. Irene is chair of the AICPA's trust technical resource panel, a member of the section 199A task force and frequently is involved in comment letters to Congress, the IRS and Treasury. Irene is also a recipient of the AICPA's Jonathan Horn Distinguished Service Award.