Andersen Global
Marilyn Calister has over 36 years of experience in individual income tax and complex family wealth planning. She has worked with closely held, family-owned businesses on capital preservation, estate planning, and income tax matters. She has extensive experience with S corporations, partnerships, gift, estate, trust, and individual taxation. Marilyn coordinates the activities of Andersen's tax, accounting, and financial planning professionals in servicing high-net-worth families and their family-owned businesses.
Marilyn's expertise includes family office services and high-net-worth individual tax controversy support, including:
- Representation before the IRS, as well as state and local tax authorities
- Responding to information document requests
- Preparation of tax protests to IRS appeals
- Mediation support
Before joining Andersen, Marilyn was a tax partner at Arthur Andersen, where, as a member of a national initiative, she worked closely with the firm’s Family Wealth Planning Specialty Team to meet the special tax and estate planning needs of ultra-high-net-worth families. Marilyn is also a former New York City high school teacher.