Tracey Ullom

Tracey Ullom

Tracey is an Advanced Markets Attorney at National Life. Tracey has been with National Life for over 6 years and has experience in both the Legal and Marketing Organizations. As part of Advanced Markets, Tracey has focused on designing and supporting ERISA Qualified Plans, has taken an active role in the CPA Advantage Program, and enjoys finding creative solutions to solve business-owner tax planning needs.

Tracey graduated from Minnesota State University with a B.S. in Legal Studies and holds her Juris Doctor degree from Vermont Law School. Tracey also holds a CLU designation from The American College and is currently working towards a Tax LL.M. with Boston University School of Law. Tracey enjoys being active and can often be found running and hiking the trails of Vermont or staying busy on the small farm her and her husband call home.

Tracey does not practice law on behalf of National Life Group.

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Taxes 2020: Don’t Procrastinate…Elevate!

Tax season is here again.  It happens every spring and it is typically met with varying degrees of mixed emotions.  While paying taxes isn’t optional, we do have choices and actions available to change the outcome on our tax forms each year. This year, in response to the Coronavirus public health emergency, the federal tax filing date has been pushed to July 15th. While this extension may provide some the chance to procrastinate a bit longer, it is also provides a unique opportunity to elevate your understanding of your overall financial health. 

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