Alice Orzechowski

Wealth Transfer Research and Planning

Alice Orzechowski

Wealth Transfer Research and Planning

Alice Orzechowski was born and raised in Washington, DC. She holds BS degrees in Economics and Accounting from the University of Maryland, and an MS in Administration and Management from Hood College. She is licensed as a Certified Public Accountant, Certified Management Accountant, and Enrolled Agent. Alice has provided advice on tax-related matters in The Washington Post, The Frederick News Post, and in various AARP publications, and on Wall Street Journal Radio, CNN and Today’s Woman Television.

Alice earned the CPA accreditation in 1976, and over the course of her 50-year career has developed a wealth of tax-related knowledge. She is published on the topic of tax planning for college expenses, and is a recognized expert on inter-generational wealth transfer. Alice manages Ross & Moncure’s estate and trust work, helping to arrange and distribute assets in a tax-efficient manner and to draft wealth transfer plans. She is also well-versed in federal and local corporate tax laws, and advises hundreds of clients on corporate tax strategy.

Alice and her husband Scott live in the mountains on Caprikorn Farm, where they raise award-winning Saanen dairy goats and make cheese that is distributed to various high-end food stores such as Whole Foods. They currently have over 100 goats, each of which they have named!

@: alice@rossmoncure.com
T: +1 (703) 549-5276
F: +1 (703) 549-6517
For appointment requests: teresa@rossmoncure.com