Angela Kennedy Lee believes that smart tax planning is the foundation of long-term financial success. As Director of Tax Planning at GHPIA, she works directly with clients to ensure their investment, estate, and tax strategies are aligned, so they keep more of what they earn and avoid unnecessary tax burdens. Clients rely on her to be their go-to resource for strategic tax planning, whether they are preparing for retirement, managing stock options, structuring charitable giving, or planning for generational wealth transfers.
With more than twenty years of experience in public accounting and private client tax planning, Angie built her career advising high-net-worth individuals and families on complex financial matters. Before joining GHPIA in 2020, she was Managing Director at Gelfond Hochstadt Pangburn, later Crowe LLP. Her decision to join the firm full-time was driven by her commitment to comprehensive, client-first financial planning and the ability to work closely with clients beyond tax season.
Angie is a Certified Public Accountant and holds the Personal Financial Specialist and Certified Estate Planner designations, reflecting her expertise in tax strategy, estate planning, and investment optimization. She earned her Bachelor of Science in Accounting from the University of Nebraska–Kearney.
Personal Thoughts
Beyond her professional achievements, Angie is deeply committed to giving back. She has served on multiple nonprofit boards, most notably Ray of Hope Cancer Foundation, where she spent over a decade in leadership roles, including Treasurer, Board Chair, and Finance Committee Member. Angie and her husband, a fellow CPA, reside in Denver, where they enjoy exploring the mountains, traveling, and supporting their community. Whether guiding clients through complex tax strategies or dedicating her time to meaningful causes, Angie is passionate about making a lasting impact both professionally and personally.
Starting in the 2026 tax year, taxpayers who take the standard deduction may also deduct up to $1,000 in qualifying charitable cash donations, or $2,000 for joint filers. Learn which gifts qualify, what records to keep, and when itemizing may provide a greater tax benefit.
In 2026 a new tax rule changed how charitable deductions are calculated for taxpayers who itemize. The new rule does not limit how much you can give to charity, but it may reduce the portion of your charitable contributions that are tax deductible.
October is National Cookie Month, the perfect time to share one of our favorites. Angie’s recipe has become a GHPIA tradition, known for its timeless flavor and the care she puts into every batch.
The IRS will phase out paper refund checks starting September 30, 2025. Taxpayers should prepare by updating direct deposit information and staying alert to new guidance as refunds move to secure electronic delivery.
The IRS has updated the mailing address for Form 1040-V (Payment Voucher) and Form 1040-ES (Estimated Tax). Taxpayers in Colorado and several other states must now send payments to new processing centers. Using the wrong IRS mailing address for 1040-V or 1040-ES can cause delays, returned payments, or late fees.
Colorado taxpayers should note:
Form 1040-V: Revenue Service, P.O. Box 931000, Louisville, KY 40293-1000
Form 1040-ES: Internal Revenue Service, P.O. Box 1300, Charlotte, NC 28201-1300
Always check the IRS Where to File
page before mailing. To avoid mailing issues altogether, consider IRS Direct Pay for faster, more secure processing with immediate confirmation.
If charitable giving is part of your financial plan, the latest updates under the One Big Beautiful Bill Act (OBBBA) could make a difference. Beginning in 2025, non-itemizers can deduct more than ever before. But there are new floors, thresholds, and rules to consider. Learn how these changes could impact your deductions and what strategies may be worth revisiting.
