Erica Hirsch
About Erica Hirsch
Erica Hirsch serves as the Head of Personal & Estate Tax Planning at Advance, focusing on post-mortem tax planning and business succession for multi-generational families. She has extensive experience in tax planning, having previously worked at PricewaterhouseCoopers LLP for 11 years and currently provides services for one of the wealthiest families in the United States.
Work at Advance
Erica Hirsch has served as the Head of Personal & Estate Tax Planning at Advance since 2016. She operates from One World Trade Center, where she leads a team focused on providing comprehensive tax planning and administration services. Her role involves collaborating with both internal and external advisers to ensure tax-efficient estate and financial planning for clients.
Previous Experience at PricewaterhouseCoopers
Prior to her current position, Erica Hirsch worked at PricewaterhouseCoopers LLP for 11 years, from 2005 to 2016. In her role as Director of Personal Financial Services within the Wealth Transfer Services division, she was based in New York, New York. Her experience there laid a strong foundation for her expertise in personal and estate tax planning.
Education and Expertise
Erica Hirsch holds a Juris Doctor (JD) degree in Tax from Cardozo School of Law, which she completed from 2000 to 2003. She also earned a Bachelor's degree in Politics & Government, graduating magna cum laude from Ohio Wesleyan University between 1996 and 2000. Additionally, she completed her high school education at Montclair Kimberley Academy from 1983 to 1996.
Specialization in Tax Planning
Erica Hirsch specializes in post-mortem tax planning and business succession planning for multi-generational families. Her expertise extends to generation-skipping transfer tax planning and GRAT administration for closely-held businesses. She provides tax planning and administration services for one of the top 20 wealthiest families in the United States, as recognized by Forbes Magazine.
Collaborative Approach
In her role, Erica Hirsch works closely with a team of internal and external advisers. This collaborative approach ensures that clients receive tailored solutions for tax-efficient estate and financial planning. Her focus on teamwork enhances the effectiveness of the services provided to clients.