Joylyn M. Ankeney, CPA

Joylyn M. Ankeney, CPA

  • Aldrich Group
  • Partner + Director of India
Aldrich Group

Aldrich Group

5665 S.W. Meadows Road
Suite 200
Lake Oswego, OR, 97035
United States

Aldrich Group

5665 S.W. Meadows Road,
Lake Oswego, OR 97035,
United States

Professional experience

Joylyn Ankeney has been assisting clients with estate and trust planning and compliance since 1999. She focuses on helping her clients by providing tax planning strategies for families with a focus on wealth transfer planning. Her background working with charitable organizations helps her find creative solutions to help clients optimize their charitable goals. By regularly attending national industry conferences she is able to keep abreast of the latest in planned giving and trust planning opportunities.

Educational background

Joylyn graduated from the University of Oregon.

Expertise

Tax

Individual Tax - Estate & Gift Planning - Trusts

Credentials

Certified Public Accountant

Speeches/Articles/Awards

Joylyn enjoys speaking on issues that matter to her clients in all areas of tax planning and compliance.
Scroll to top of page