Elizabeth Opalka, Paralegal

Biography

Liz Opalka is a paralegal who is also licensed in Florida as a Certified Public Accountant. Her experience includes:

  • Preparation of trust, estate, and gift tax returns (1041, 706, and 709), including interpretation of estate planning documents.
  • Preparation of individual federal and state income tax returns (1040).
  • Determination of historic values of marketable securities, using EstateVal software.
  • Representation of taxpayers under federal and state audits, including sales tax controversies and administrative appeals.
  • Tax research and technical tax writing, using RIA Checkpoint.
  • Discharge of estate tax liens.
  • Aviation-related tax matters.
  • Fiduciary Accounting.

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