CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Meet

Alicyn McLeod, CPA, CFP, Co-Founder of Agate CPA

Alicyn McLeod is an Atlanta-based CPA and CFP®, specializing in tax advisory and tax-focused wealth management. She works with HNW families + growing businesses, applying her expertise in tax strategy to her clients’ entire financial situations.

Alicyn is the host of Underwithheld, a podcast promoting mental health discussions in the accounting industry. She also runs Glass, an online community for women in accounting and tax.