Carol Wachter
Tax Managing Director
Carol has over 20 years’ experience in Private Wealth, focusing on tax compliance and consulting for high net worth individuals, families, shareholders and executives. This experience includes individual, fiduciary, estate and gift tax compliance and consulting. Carol also serves private foundations and public non-profit organizations. Carol has served her entire career in Portland, where she has held a variety of roles, including office WIN leader and lead tax recruiter. Carol is a founder of the Deloitte Pacific Northwest Family Office Forum, which brings together family office personnel from Oregon and Washington to discuss family office issues.
Craig L. Janes
Partner, Washington National Tax
National Director of Estate, Gift and Trust Services
Craig has more than 36 years of professional practice (22 in his role as National Director) designing and implementing strategies that achieve the personal and charitable objectives of many of the firm’s most wealthy clients. He has developed specific expertise in post mortem planning, fiduciary income taxation and estate administration including negotiations with the IRS and state agencies in closing complex estates. Craig is a frequent speaker and author on various topics including new technical developments in the estate, gift and trust area, generation-skipping taxation, family limited partnerships, grantor retained annuity trusts, transfer tax valuations, and estate and gift tax return risk management. Craig together with his colleague Laura Peebles, wrote Portfolio 822-3rd, Estate and Gift Tax Returns and Audits for Tax Management, publisher of the BNA Estate, Gifts, and Trusts Portfolios.