Malissa Marshall, CFP®, MST, EA

I have provided tax consulting and preparation services since 2005, during which I worked for a decade at a Big Four public accounting firm in San Francisco, Boston and Zürich, Switzerland, serving in both Global Mobility Services for internationally-deployed corporate executives and Personal Financial Services for high net worth individuals. I have a Master's Degree in Taxation from Northeastern University, and am an IRS Enrolled Agent (EA).

I am also a CERTIFIED FINANCIAL PLANNER™ providing comprehensive and integrated financial planning, portfolio management and advanced tax consulting for a select number of families. More information can be found at Soaring Wealth LLC.

Background

Education

I graduated from Columbia University (Barnard College), Magna Cum Laude, with a BA in Political Science and a Minor in German Literature. I've also completed my Masters in Taxation at Northeastern University, with a concentration in Financial Planning.

Certifications

I am both an Enrolled Agent, qualified to represent all taxpayers before the IRS, and a CERTIFIED FINANCIAL PLANNER™ Professional.

Recent and Upcoming Presentations

NAPFA, Vermont chapter, "Planning with Cross-Border Clients," 26 August 2021
CIGA Network, "Financial Planning for US Executives Working Abroad and Foreign Nationals Working in the US," 23 September 2021
CIGA Network, "Income Taxation of US Persons with Cross-Border Situations," 27 January 2022
XY Planning Network, "Inside Experts" series (on financial planning for cross-border clients),
11 February 2022
NAPFA Spring 2022 National Conference, "Understanding the US Taxation of Cross-Border Individuals," 5 May 2022
CIGA Network, "Handling Equity Compensation in Cross-Border Situations," 28 July 2022
NAPFA, West Florida chapter, "Planning for Cross-Border Clients," 16 September 2022
CIGA Network, "How to Coordinate Filing Tax Returns in Multiple Countries," 27 October 2022
CIGA Network, "Case Studies: A Framework for Working with Cross-Border Employee Equity Compensation," 28 October 2022
CIGA Network, "US Estate Tax Planning for Non-resident Non-citizens with US Situs Assets," 23 February 2023
VT Tax Preparer's Association, "Tax Considerations for Cross-Border Clients," 17 October 2023
CIGA Network - Annual Symposium, "US Planning for Foreign Nationals with Equity Compensation," 30 October 2023
XYPN Live Annual Conference, "Cross-Border Financial Planning: Pitfalls & Opportunities," 17 October 2024
International Tax Conference, "Sourcing Compensation Earned in Multiple Countries for Forms 1116 and 2555," 30 October 2024
NAPFA, Vermont chapter, "Planning for Clients with Equity Compensation and Private Equity," 21 November 2024

Personal

I served as Treasurer of the Board of Directors for Bridge School, an independent K-6 in Middlebury, for two years, and was also on the Steering Committee of Mountain River Sangha, a non-denominational community of Buddhist practitioners in Bristol, for four years. I most recently served as Treasurer of the Board of the Auxiliary of Porter Medical Center.

I grew up in Middlebury, VT but after graduating high school, spent a year in Germany as an exchange student, moved to New York City for college, then later to the San Francisco Bay Area for graduate school and work. After my son was born, I transferred to Boston to be closer to my family. Finally, I spent two years living and working in Zürich before returning to Vermont with my son, Henry.

When I'm not working with clients, I'm likely spending time with my 16-year-old son, Henry, and our two cats, Bernie and Calvin. I also practice meditation and yoga and enjoy swimming, skiing, hiking and running.