Ann Koenigsman is a Partner at Sorren, bringing decades of specialized experience in estate and trust tax services to clients. Ann joined SKR Co. in 2007 and is recognized for her thoughtful, detail-oriented approach to assisting clients in navigating complex tax matters during some of life’s most personal and sensitive transitions. Ann works closely with fiduciaries, beneficiaries, attorneys, and financial advisors to provide comprehensive tax preparation, planning, and consulting for estates, trusts, and high-net-worth individuals. She is particularly skilled at understanding the intersection of tax law and family dynamics, offering clarity and insight in situations that often involve both financial complexity and emotional weight. Her goal is to ensure every client not only meets their compliance requirements but also feels supported and empowered throughout the process.
What sets Ann apart is the personal connection she forms with each client. She views every estate as a puzzle, one that requires careful attention to find all the right pieces and fit them together to create a complete picture. Clients value her ability to simplify complex matters and serve as a trusted guide through every stage of estate administration and planning. She considers it a privilege to learn the stories behind each client she works with and finds deep fulfillment in helping them honor their legacy and plan for the future. Ann lives in Colorado and enjoys spending time with her family, cooking, and exploring Colorado trails.
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