Estates & Trusts Departments Welcomes Three New Hires

As tax season starts, WFY welcomes three new hires to our Estates & Trusts department: Lisa Marking, Heena Shah, and Ann Doan.  We are pleased to welcome these new hires to the WFY team.

Lisa Marking

Lisa Marking joined Wright Ford Young & Co.’s Estates and Trusts department as an Estates & Trusts manager.  She went to Pepperdine University to receive her undergraduate degree as well as her law degree.  Lisa also attended University of Southern California to receive her Master’s degree in Taxation.  During her free time, Lisa likes to travel and attending music concerts.

Heena Shah

This month, Wright Ford Young & Co. team had the pleasure of Heena Shah joining the Estates & Trusts Department as an Estates & Trusts supervisor.  She comes from a background of 14 years of tax experience specifically in tax compliance and tax planning for high net worth individuals, trusts, and small businesses.  Heena earned her bachelor’s degree in Business Administration from California State University, Dominguez Hills, and is an enrolled agent and a certified financial planner.  On her time off, she enjoys working out, cooking, and traveling.

Ann Doan

At the end of January, Wright Ford Young & Co. welcomed Ann Doan to the Estates and Trusts Department as Estates & Trusts staff.  Ann has a Juris Doctorate degree from Whittier Law School and a Masters of Law in Taxation from Chapman University.  Her experience with taxation includes representing taxpayers in matters before the IRS and California Board of Equalization as well as working in bankruptcy and creditors’ rights litigation. Out of the office, Ann loves to travel internationally and go to vegan food festivals.

If you think you’d be a great addition to WFY, please go to our Careers page and submit your résumé.