FamilyWealth & Tax Advisory Services

With experience in public accounting since 1984, the last 20 years specializing in the tax areas of estate, gift, generation skipping transfer tax, fiduciary, as well as succession planning, Ms. Alvarado has worked with clients in a variety of industries, including ultra-high income and high net worth individuals in the entertainment industry, closely held businesses and their owners, foundations, trusts, and Not-for-profit entities.
 
Ms. Alvarado is the founder and Managing Director of Family Wealth & Tax Advisory Services. Prior to establishing her own practice in 2005, Ms. Alvarado was a Managing Director for RSM McGladrey where she lead the Advanced Estate and Gift Taxation practice as the national leader of the Technical Advisory Group for the estate & gift tax specialists throughout the firm’s 100+ offices. Marisa’s experience also includes employment with regional as well as “Big 4” firms such as KPMG, Personal Financial Planning in Los Angeles.
 
Ms. Alvarado graduated from Loyola Marymount University, Los Angeles, CA where she received a Bachelor of Science in Business Administration with an emphasis in accounting and has also completed the curriculum for the personal financial planning designation from the University of California, Irvine. She has completed coursework for advanced estate and gift taxation at the Notre Dame Tax and Estate Planning Institute at the University of Notre Dame Law School and the Heckerling Institute on Estate Planning at the University of Miami School of Law.
 
In the past, Ms. Alvarado has served on the Family Business Council Board of Directors for the School of Business at California State University, Fullerton, California; the Secretary of the Greater Palm Springs Hispanic Chamber of Commerce; Women’s Leadership Committee member and coordinator; and a member of the Latin Business Association. She has also volunteered for Girls Inc. of Orange County, an organization she holds dear to her heart.
 
She is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants, and is authorized to practice before the Internal Revenue Service as an Enrolled Agent.