Title/Company: Managing director, CBIZ MHM LLC
Education: B.S.B, accounting, University of Minnesota Carlson School of Management
Family: Husband, Pat; daughter, Kelly; son, Brad
Anne Ledwein has focused her accounting career on estates and trusts because she likes helping families plan how to transfer their wealth to accomplish their goals in the most tax-efficient manner.
“When you’re working with businesses it’s sometimes harder to identify those ultimate goals,” Ledwein said. “But working with families, it’s much easier to get to what’s important to them.”
Ledwein also has helped more than 100 nonprofit organizations and private foundations with tax filings and other matters.
What’s the biggest turning point in your career and how did that lead you to what you are doing today?
I was fortunate to be hired by what was then Schweitzer, Rubin, Gottlieb and Karon, a local CPA firm, which is now part of CBIZ MHM. I was surrounded by — and still am — very smart and talented people that have encouraged me, trusted me and let me go down a path I find interesting and rewarding.
What are your job responsibilities today?
I oversee the estate and trust department within the tax department in the Minneapolis office of CBIZ MHM. I work with families to help them work through the process of achieving their goals. This often includes incorporating financial, family and charitable strategies. I also am the lead tax person at CBIZ in the Minneapolis office for not-for-profit organizations.
What’s your proudest community achievement?
Through CBIZ Women’s Advantage I have been a part of the team that has supported the local chapter of Dress for Success since its formation.
What’s the best advice you received from a mentor, and what’s your best advice to women entering your field?
Don’t be afraid to make mistakes because that’s how you learn.
To be optimistic and to always assume the best of other people — that will bring the best out in you.
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