Margaret N. (McGee) Lorren, CPA/AEP®

Margaret N. (McGee) Lorren, CPA/AEP®

McGee Lorren is a Principal in the Firm’s Tax Division.

With more than 30 years of experience, McGee specializes in estate, gift and trust taxation, individuals and families, and nonprofit organizations. She is also a leader within the Estate and Trust Practice Group within the Firm. McGee resides in Pensacola with her husband.

Education

  • Bachelor of Science in Political Science
    University of Florida, Gainesville, FL
  • Accounting Courses to sit for CPA Exam
    University of West Florida, Pensacola, FL

Professional Affiliations

  • Estate Planning Council of Northwest Florida, Board Member, Past President
  • Florida Institute of Certified Public Accountants
  • American Institute of Certified Public Accountants

Community Involvement

  • Liberty Sertoma, Board Member, Past President
  • St. Francis of Assisi Episcopal Church, Senior Warden and Treasurer
  • Speech and Hearing Board, Board Member

Ask Me About

  • Planning your estate to transfer values as well as assets
  • Tax planning ideas under the new law for 2013 and beyond
  • How to use Form 990 to sell your nonprofit’s mission
  • My grandchildren
  • How to always have fun on the golf course
  • Visiting the North Carolina mountains
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