Myra Roberts, CPA, CVA, AEP®

Professional Experience:

  • Myra joined BMSS, LLC in 1997 and currently serves as the member leading the estate planning practice area of the Firm.
  • Her concentration is on tax planning and compliance for high net worth individuals and businesses.
  • Myra has experience with international tax planning and compliance and has assisted clients in navigating through Offshore Voluntary Disclosure Programs (OVDP).
  • She is involved with the estate planning team at BMSS Wesson Wealth Solutions, LLC.

Education:

  • University of Alabama – Bachelor of Science in Commerce and Business Administration
  • Cannon Financial Institute Trust Tax School at the University of Notre Dame – Honor Graduate

Professional Designations & Affiliations:

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)
  • Accredited Estate Planner (AEP®)
  • American Institute of Certified Public Accountants (AICPA) – Member
  • Alabama Society of Certified Public Accountants (ASCPA) – Member
  • National Association of Certified Valuation Analysts (NACVA) – Member
  • National Association of Accredited Estate Planners – Member
  • Estate Planning Council – Birmingham Chapter – Member and Former Board of Directors
  • Alabama Planned Giving Council – Member and Former Board Member
  • Alabama Law Institute
    • Principal and Income Act Committee
    • Alabama Probate Code Committee
  • Royal Society of Fellows
  • American Institute of Federal Taxation – Board of Trustees
  • University of Alabama Alumni Association
  • Children’s Aid Society Foundation – Board Member
  • Children’s Aid Society – Former Board Member and President
  • GodSpeed Grace – Board Member and Treasurer

Additional Information:

  • Myra has more than 30 years of accounting and tax compliance experience.
  • She also assists clients in meeting their philanthropic goals through the establishment of public and private tax-exempt charitable entities.