Megan Mallen
About Megan Mallen
Megan Mallen serves as the Tax Director at Creative Planning LLC, where she specializes in tax compliance and consulting for high-net-worth individuals and private foundations. With over twenty years of experience in accounting and tax planning, she has held various positions in reputable firms including Hallmark Cards and BKD CPAs & Advisors.
Current Role at Creative Planning
Megan Mallen serves as the Tax Director at Creative Planning LLC, a position she has held since 2020. In this role, she oversees tax compliance and consulting services, particularly for high-net-worth individuals and private foundations. Her responsibilities include managing tax strategies and ensuring adherence to regulatory requirements. Creative Planning is known for its comprehensive wealth management services, and Mallen's expertise contributes to the firm's commitment to delivering tailored financial solutions.
Previous Experience at BKD CPAs & Advisors
Before joining Creative Planning, Megan Mallen worked at BKD CPAs & Advisors as a Senior Tax Manager from 2015 to 2020. During her five years at BKD, she focused on tax planning and compliance, enhancing her skills in managing complex tax situations. Prior to this role, she served as a Supervisor at BKD, LLP from 2001 to 2012, accumulating eleven years of experience in various tax-related functions. Her tenure at BKD solidified her expertise in the tax field.
Accounting Career at Hallmark Cards
Megan Mallen began her career in the accounting sector at Hallmark Cards, where she worked as an Accountant specializing in private taxes from 2012 to 2015. This three-year role provided her with foundational experience in tax compliance and financial reporting. Her work at Hallmark Cards contributed to her understanding of the intricacies involved in managing private tax matters.
Educational Background in Accounting and Finance
Megan Mallen earned her Bachelor of Science degree in Accounting and Finance from Northwest Missouri State University, where she studied from 1996 to 2000. Her education provided her with a solid foundation in financial principles and accounting practices, which she has applied throughout her career in various tax-related roles. Additionally, she completed her secondary education at Cameron High School from 1993 to 1996.
Expertise in Tax Compliance and Consulting
With over twenty years of experience as a Tax Accountant, Megan Mallen specializes in tax compliance and consulting, particularly for high-net-worth individuals and private foundations. Her expertise includes fiduciary tax returns, gift tax returns, and comprehensive tax planning. Mallen's extensive knowledge in financial planning and reporting positions her as a valuable resource in the tax industry.