Nancy Van Lanen, CTFA, EA
Estate & Trust Partner
Nancy joined Wright Ford Young & Co. in 2020. As an Estate & Trust Tax Director, she serves a wide variety of clients providing tax consulting, planning and compliance for trusts, estates and high net worth individuals.
Professional Experience
Nancy has over 20 years of experience in tax compliance. Prior to joining Wright Ford Young & Co., she served in management positions for various CPA firms in Orange County. She has also worked for Associated Trust Company in various tax leadership roles, including as a corporate trustee for her clients.
Nancy specializes in trust, estate and gift tax planning, compliance and consulting. She also has expertise working with high net worth individuals and business owners on their tax compliance and planning. She works very closely with investment advisors and estate planning attorneys to help her clients with their trust and estate planning needs.
Functional Areas of Practice
- Tax Planning and Compliance
- Trusts
- Estates
- Gifting
- High Net Worth Individuals
Education & Certifications
- BS, University of Wisconsin-Green Bay
- Internal Revenue Service Enrolled Agent
- Certified Trust and Financial Advisor (CTFA)
- Cannon Financial Institute Certifications – Trust I, II & I
Professional Associations
- Orange County Estate Planning Council
- American Institute of Certified Public Accountants
- National Association of Enrolled Agents
- Orange County Chapter of Enrolled Agents
- MGI North America
Thought Leadership
Personal
Nancy enjoys many outdoor activities, including hiking, biking, traveling and the beach. She also enjoys spending time at various sporting events. She and her husband have one son. She has been involved with many local charitable organizations.
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