Janet Pelton, CPA Estates & Trusts Tax Partner

jpelton@athertoncpas.com

As the estate and trust partner, Janet is responsible for overseeing the estate and trust department. Janet is well respected as an estate and trust specialist who has assisted executors and trustees with the administration of hundreds of estates and trusts during her thirty years in public accounting. Janet has provided a variety of services including, but not limited to, estate, gift, and income tax planning and compliance, estate and trust accountings, trust management and wealth transfer planning and implementation.

 

Professional Designations

Licensed Certified Public Accountant in California, 1980

 

Professional Affiliations

Member, American Institute of Certified Public Accountants

Member, California Society of Certified Public Accountants

 

Education

BS, Accounting & Business Administration, California Polytechnic State University San Luis Obispo

 

Community Involvement

Member, Stanislaus County Estate Planning Council (President 1988-1989)

Board of Directors, Oak Valley Community Bank