Abbie M.B. Everist
Senior Manager

Lake Loveland

Loveland, CO

6125 Sky Pond Drive
Suite 200
Loveland, CO 80538

970-685-3500

Industry Areas

This person is not assigned to an industry area

Service Areas

Abbie Everist, JD, LLM, MBA, MA, helps business owners and families to develop a long-term strategy that is reflective of their business and personal goals.  She specializes in generational transition planning, helping owners and key family members and/or employees navigate the tough business decisions, emotionally charged family discussions, and entity transitions.

With a joint JD/LLM degree in tax law and nearly 15 years of experience, Abbie applies her expert knowledge of tax regulations to help owners minimize risks, maximize assets, increase equity, and decrease the tax burden of their business, legacy, and transitions.  She is a leader for the firm in the review, interpretation, and application of new policies and regulations, and she is proactive in deciphering impacts to clients and finding creative ways to implement tax minimization strategies.

Education

JD/LLM degrees from Western Michigan University
MBA, BS in Finance, and MA in Political Science from University of South Dakota

Professional Associations

South Dakota Bar Association
Trust Committee Member of the South Dakota Banker's Association
Sanford Health Foundation Board Member

Personal Interests

Enjoys spending time with her daughter and exploring the outdoors.

Recent Insights related to Abbie M.B. Everist

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Washington DC

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