Aimee Burgess, CPA

Aimee Burgess, CPA

Aimee Burgess joined Warren Averett in 2009 and is a Senior Manager in the Firm’s Estate Division, as well as a member of the Firm’s Estate and Business Valuation Client Service Teams.

She specializes in estate, gift, trust and income taxation; estate and income tax planning and closely held businesses. Aimee also specializes in business valuation services.

Education

  • Bachelor of Science in Commerce and Business Administration
    University of Alabama, Tuscaloosa, AL
  • Master of Tax Accounting
    University of Alabama, Tuscaloosa, AL

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Estate Planning Council of Birmingham

Community Involvement

  • Hand-In-Paw, Past Junior Board Member
  • Compassion International
  • Junior Achievement, Past Volunteer

Ask Me About

  • How estate planning can help with your family legacy goals
  • How to make your business more valuable
  • Why trusts can be important tools for generational gifting/protection
  • Why succession planning is important for business owners
  • Alabama football
  • My new love for archery
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