Amy L. Dalen, JD
Principal | Tax Advisory Group Chair | Co-National Director, HBK Nonprofit Solutions

Amy is a Principal and the Chair of the Tax Advisory Group at HBK.  She is the co-national director of the Nonprofit Solutions group. She also leads Evolve, HBK’s diversity, equity and inclusion initiative.

Amy specializes in estate, gift, trust, individual, and nonprofit taxation. She is skilled at researching complicated tax issues, consulting on complex estate plans, and providing guidance for our clients to ensure they are in compliance with their tax filing responsibilities.

Amy enjoys sharing her knowledge and passion for tax planning with clients and other professionals. She is a frequent speaker at bar association and estate planning council events and has authored many articles discussing tax planning techniques and compliance issues.

The Tax Advisory Group is a group of highly specialized professionals who provide tax training to our team members, oversee compliance with tax policies in order to mitigate risk to the firm, and provide tax planning and consulting services for our clients.

  • BA in Legal Studies and Secondary Major in Sociology: Criminal Justice, University of Massachusetts – Amherst, Cum Laude
  • JD, University of Maine School of Law
  • Maine State Bar
  • Massachusetts State Bar
  • Florida State Bar
  • Collier County Women’s Bar Association
  • The Estate Planning Council of Naples
  • American Institute of Certified Public Accountants (AICPA)
Amy L. Dalen
Naples, FL