Martha D. Floyd


CPA, CSEP, manager

Martha D. Floyd

Martha D. Floyd

Martha has been with Mitchell Wiggins since 1999 and is a Certified Specialist in Estate Planning and a manager in Estate Planning and Administration Services and Taxation. Martha is the chairperson of the firm’s Estate Planning team. Martha is responsible for providing taxation services to trustees and estate executors including the preparation of a decedent’s final personal income tax return, estate tax returns, trust and estate fiduciary income tax returns, and gift tax returns. In addition, she assists trustees and executors with the Virginia probate process including the preparation of Estate Inventories and Accountings for submission to the Commissioners of Accounts.

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Professional Organizations
  • American Institute of Certified Public Accountants (AICPA)
  • CPAmerica
  • Virginia Society of Certified Public Accountants (VSCPA)
Industry Associations and Community Organizations
  • Petersburg Chamber of Commerce
  • The Estate Planning Council of Richmond Virginia
Education
  • Bachelors, Accounting, Virginia Commonwealth University
  • Associates, Business Administration, Richard Bland College
Special Education and Training
  • Annual AICPA Advanced Estate Planning Conference
  • New Developments in Tax and Wealth Management
  • Annual University of Richmond Estate Planning Seminar for Professionals
  • Other than annual routine tax and audit updates, Martha attends specialized training webinars and seminars focusing on:
    • Memorable Client Service
    • Time Management
Personal Interests and Hobbies
  • Reading
  • Going to the movies