Agata Mackowiak, CTFA, serves as Trust Tax Manager at Peak Trust Company, bringing over a decade of expertise in fiduciary tax compliance and trust administration. Agata is responsible for overseeing all trust tax processes, including the preparation, review, and filing of fiduciary income tax returns. She works closely with clients, advisors, and tax professionals to resolve complex tax inquiries, ensuring accuracy, timeliness, and adherence to all applicable laws and regulations.
Throughout her career, Agata has achieved significant success in tax management and trust administration. She has spearheaded process improvements, conducted comprehensive tax compliance audits, and developed best practices to streamline trust tax operations. Her extensive expertise encompasses a broad range of trust tax matters, including generation-skipping transfer (GST) tax analysis, foreign tax filings, and non-resident alien (NRA) withholding.
Agata holds a Master of Arts in Business and English from Silesian College of Economics and Languages in Poland, as well as a Bachelor of Science in Hotel Administration from the University of Nevada, Las Vegas. She has earned the Certified Trust and Fiduciary Advisor (CTFA) designation and completed advanced training in trust, estate, gift, and GST taxation through Cannon Financial Institute.
