My goal is to have a meaningful impact on my clients and my team members – whether it’s helping clients through a difficult time or making sure my team has the knowledge and tools they need to be successful. I enjoy working with them and I want them all to be happy.

About Pamela

Pamela Wheeler specializes in the taxation of trusts, estates and individuals as part of the Estate, Gift + Trust department.

Before joining Henry+Horne in 1998, Pamela worked as a Senior Manager in the Trust Divisions of two large California banks specializing in fiduciary and estate taxation. She also spent several years working with two national CPA firms in Los Angeles and Phoenix, managing fiduciary compliance work for a major multi-state bank on an outsourcing basis.

Her favorite thing about working at Henry+Horne is that it feels like a family. She says you can always go to someone for help, to learn or just to share something – and everyone works so well together.

Pamela is enrolled to practice before the IRS and she is a Certified Specialist in Estate Planning (CSEP).

When she’s not working, you can find Pamela spending time outdoors. She is a passionate hiker and hikes the Grand Canyon every year.

Education

Golden Gate University, Master of Science in Taxation

Northern Arizona University, Bachelor’s Degree

Firm Roles

Tax Committee

Tax Training Committee

Affiliations

Arizona Humane Society, Planned Giving Committee

Central Arizona Estate Planning Council

McDowell Sonoran Conservancy, Finance Committee

Paradise Valley Estate Planning Group

Phoenix Zoo , Planned Giving Advisory Committee

Tax and Legal Seminar, Chair

Valley Estate Planners

Did You Know?

What would be impossible for you to give up?

Sunshine and coffee.

What is the first thing you ever won?

A “Ladmo Bag” from the Wallace and Ladmo show

What do you hate the sound of?

Whining.

What dish do you cook well?

Cooking is a passion, so I can’t think of a specific dish, but our family’s incredible chocolate birthday cake would be on top of the list.

Blog Posts by Pamela

Amazing inheritance stories – how some came into crazy fortunes
Tax Insights
September 2018
Designating a beneficiary – it can be a mine field
Tax Insights
June 2018
Reverse mortgages: the pros and cons
Tax Insights
March 2018
Tax trivia – did you know?
Tax Insights
September 2017
Is the death of the stretch IRA imminent?
Tax Insights
July 2017
Why do you need my driver’s license for my tax return?
Tax Insights
March 2017
Individual taxes: 2016 developments review
Tax Insights
March 2017
An Easier, Cheaper 60 Day Rollover Waiver
Tax Insights
September 2016
Will this Estate Planning Loophole be Closed?
Tax Insights
August 2016
Tips for Making Year-End Charitable Donations
Tax Insights
December 2015
Inherited Property Reporting Now Extended to February 29, 2016
Tax Insights
October 2015
Inherited Savings Bonds – What Do You Need to Know?
Tax Insights
September 2015
Mid-Year Tax Planning Strategies
Tax Insights
August 2015
Mom and Dad, help! I want to buy a house!
Tax Insights
May 2015
Here We Go Again – The Death Tax Repeal Act of 2015
Tax Insights
April 2015
Do you have a household employee?
Tax Insights
March 2015
Going to the Chapel… Wedding Tax Tips
Tax Insights
August 2014
Mid-Year Tax Planning Tips
Tax Insights
July 2014
Income Taxes – A Long Road Traveled
Tax Insights
January 2013

Articles by Pamela

Loss of itemized deductions and donations to charity: Strategies to maximize your tax benefits
November 2018
Forget about it! No really, you should look at your estate plan
September 2017
Deducting charitable contributions: How your donations can help others while helping you save
December 2016
Estate Planning: Death, Taxes & Financial Duties, Plan Now to Ease the Burden Later
September 2016
Plan Now, Save Later: Mid-Year Tax Planning Guide
June 2016
Mom and Dad, Help! I Want to Buy a House
May 2016
Holiday Gifting Guide: Generosity and Your Taxes
December 2014
Use a QPRT to Give Away Your Home
February 2014
Would You Benefit from a SLAT?
October 2013
Giving IRA Funds to Charity
June 2013
Tax Court Sharpens Tax Edge for FLPs
September 2012
Generating Interest with Intrafamily Loans
February 2012
New Estate-tax Relief
April 2011