TH

Tracie K. Henderson

Partner

tkhenderson@hmtaxlaw.com

Professional Overview

Tracie K. Henderson is a Partner at Henderson McGrath, LLP, bringing over 35 years of distinguished experience in servicing the accounting and tax needs of high net worth families.

As a frequent speaker and author on tax and personal financial planning issues, Tracie has established herself as a recognized authority in the field. Her expertise and dedication to client service have earned her national recognition as one of the nation's leading financial advisors.

Worth Magazine and Mutual Funds Magazine have recognized Tracie as one of the nation's leading financial advisors.

Tracie's comprehensive approach combines deep technical knowledge with strategic planning to help clients achieve their financial and estate planning goals while minimizing tax burdens and protecting family wealth.

Professional Experience

Partner, Henderson McGrath, LLP

2005 - Present

Leading tax and estate planning services for high net worth individuals and families, providing sophisticated strategies for wealth preservation and transfer tax minimization.

Tax Partner, KPMG LLP

1985 - 2005

Served as a Tax Partner in the Personal Financial Planning group for KPMG's Atlanta office, providing comprehensive tax planning and compliance services to high net worth clients.

KPMG Washington National Tax Practice

Two Years

Served as a technical resource for the firm in individual income tax, trust, gift and estate tax matters, providing expert guidance on complex tax issues and regulations.

Education & Professional Credentials

Education

John Marshall Law School Juris Doctor
University of Florida Masters of Accounting
University of Akron Bachelor of Science in Accounting

Professional Designations

American Institute of Certified Public Accountants Member
Personal Financial Specialist (PFS) Designee

Recognition & Community Leadership

Professional Recognition

  • Worth Magazine - Named One of the Nation's Leading Financial Advisors
  • Mutual Funds Magazine - Named One of the Nation's Leading Financial Advisors
  • Frequent Speaker on Tax and Personal Financial Planning Issues
  • Published Author on Tax and Estate Planning Topics

Board Service & Community Involvement

  • John Marshall Alumni Association - Board Member
  • Atlanta Council for the University of Florida Foundation - Member
  • Partnership Against Domestic Violence - Past Board Member
  • YMCA Technical Advisory Committee - Past Member
  • Red Cross Planned Giving Committee - Past Member