Debra Estrem

Critic
DISC Type : C

Managing Director, Private Wealth Controversy at Deloitte

San Francisco Bay Area, United States

Overview

Debra Estrem is a Managing Director at Deloitte leading the Private Wealth Tax Controversy practice. She draws on 30 years of experience, including 15 as a Special Trial Attorney for the IRS, to advise high-net-worth clients on complex tax disputes. She earned her JD from the University of California, College of the Law, San Francisco.

She has litigated and resolved many of the biggest-dollar and highest-profile cases for the IRS.

Personality Overview

ROI Driven

Precise

Information Seeker

They choose to analyze logically and value facts to emotions.  They like to do things independently and don’t look for support from others. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Tax Controversy
Her entire career, both at the IRS and Deloitte, has focused on managing and litigating complex tax controversy matters for corporations and high-net-worth individuals.
IRS Penalty Abatement
She frequently speaks and is quoted on the nuances of IRS penalties, including failure-to-file, accuracy-related costs, and strategies for successful penalty abatement.
Private Wealth Disputes
Her specialization at Deloitte involves handling IRS-related work for estates and high-wealth individuals, focusing on issues like valuation, hobby loss, and employment tax.

Media Appearances

Debra has no verified media appearances

Work History

9-2008
Managing Director, Private Wealth Controversy at Deloitte
10-2000 - 9-2008
Senior Manager at Deloitte
9-1985 - 9-2000
Special Trial Attorney at Internal Revenue Service

Education

1982 - 1985
JD from University of California, College of the Law, San Francisco (formerly UC Hastings)
1979 - 1982
BA from University of Washington

More Information

Social Presence :

Prographics :

Exp : 40 Location : San Francisco Bay Area, United States Job Level : Mid-senior Designation : Managing Director, Private Wealth Controversy at Deloitte
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Insights For Selling To Debra

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready to answer many clarity-seeking questions and requests for information
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Debra is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Debra

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Debra move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Debra take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Debra

Personality Compatibility


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