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Lynn M. Wilson, CPA, MBA - Professional

Phone: (828) 771-5036
Fax: (828) 281-3164

Lynn was raised in Asheville, where her first job was in her grandfather’s grocery store on Haywood Road in West Asheville. She attended UNC-Chapel Hill and stayed in Chapel Hill to raise her two daughters. Prior to taking her CPA she served as Director of Finance for a civil engineering firm and as Director of International Recruitment for the Kenan-Flagler MBA Program at her alma mater. Lynn returned to the Asheville mountains in 2016 to be closer to her extended family. She has traveled extensively for work and pleasure and has sung and performed with several Triangle area groups in venues including Duke Chapel, Kennedy Center and Carnegie Hall. In addition to travel and music, she enjoys walking on the Biltmore Estate and hiking in the mountains, yoga, cooking and Carolina basketball.

Professional experience

Lynn has extensive experience in income tax reporting and advisory services for estates and trusts, individuals and small to medium-sized businesses. She is accomplished in sophisticated estate and gift planning techniques, including trust commutation and decanting, and net gift tax reporting. In her practice, she networks and collaborates with nationally recognized experts, while focusing on partnering with local professionals to build strong client advisory teams. She provides IRS representation and has provided expert witness testimony in trust and estate proceedings. Her clients include high net worth individuals, family business, executors and trustees. She also enjoys working with entrepreneurs and startups, and she is experienced with both domestic and foreign cryptocurrency transaction reporting.

Education & Credentials:

  • M.B.A., University of North Carolina at Chapel Hill
  • B.A., University of North Carolina at Chapel Hill, Education
  • North Carolina Certified Public Accountant #28821

Professional and Civic Affiliations:

  • American Institute of Certified Public Accountants (AICPA), member
  • North Carolina Association of Certified Public Accountants, member
  • Land of the Sky Estate Planning Council, secretary
  • Community Foundation of Western North Carolina, audit committee member
  • Durham Technical Community College Foundation, past board member
  • Durham-Orange Estate Planning Council, past treasurer
  • Cardinal State Bank (First National Bank) Hillsborough NC, past advisory board member
  • Mebane, NC City Council, past representative
  • Orange County NC Economic Development Council, past member
  • Vocal Arts Ensemble of Durham, past member and treasurer