Marilyn B.  Calister

Marilyn B. Calister

Managing Director

Marilyn Calister has over 23 years of experience in individual income tax and complex family wealth planning. She works with a variety of closely held, family-owned businesses to maximize family capital preservation and minimize estate and income taxes. She has extensive experience with S corporations, partnership, gift, estate, trust and individual taxation. Marilyn coordinates the activities of Andersen Tax’s tax, accounting and financial planning professionals in servicing high net worth families and their family owned businesses.

Marilyn’s expertise includes family office services and high net worth individual tax controversies support including:

  • Representation before the IRS as well as state and local tax authorities
  • Responding to information document requests
  • Preparation of tax protests to IRS appeals
  • Mediation support

Before joining Andersen Tax, Marilyn was a Tax Partner at Arthur Andersen, where, as part of a national initiative, she was a member of an elite group who worked closely with the firm’s Family Wealth Planning Specialty Team to meet the special tax and estate planning needs of ultra high net worth families. Marilyn also is a former New York City high school teacher.