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.

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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

NAPFA Spring 2022 National Conference, "Understanding the US Taxation of Cross-Border Individuals," 5 May 2022

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 currently serve 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, after which I 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 13-year-old son, Henry, and our two cats, Bernie and Calvin.  I also practice meditation and yoga and enjoy swimming, skiing, hiking and running.