Tax Partner

Ann Koenigsman

Experience

Ann has over three decades of experience in public accounting. She specializes in estate planning, estate and gift tax, the taxation of trusts, and services to high-net-worth clients. Ann also leads our Family Office Group, providing personalized and strategic financial guidance.

Professional + Community Involvement

Ann is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA). She holds the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association and is an Accredited Estate Planner® (AEP®), certified by the National Association of Estate Planners and Councils (NAEPC). Ann is also an active member of the Probate Section of the El Paso County Bar Association, serves as a board member of the Estate Planning Council of Colorado Springs, and contributes to the Pikes Peak Community Foundation Practice Advisors Council.