Experience

KLR

• United States
• Accounting
• 200 - 300 Employee

• Partner, Private Client Services Group

  • Aug 2018 - Present

  Over eighteen years of experience addressing the accounting and tax needs of high net worth individuals, fiduciaries, and privately held businesses. She assists and advises clients on varied and complex tax issues, with a focus on individual, corporate, trust and estate taxes. Over eighteen years of experience addressing the accounting and tax needs of high net worth individuals, fiduciaries, and privately held businesses. She assists and advises clients on varied and complex tax issues, with a focus on individual, corporate, trust and estate taxes.



ALL CPAs

• United States
• Accounting
• 1 - 100 Employee

• Principal

  • Dec 2003 - 2018

  Tax Planning for Individuals, Business Owners, and Business Entities. Estate and Trust Tax Planning. Tax Planning for Individuals, Business Owners, and Business Entities. Estate and Trust Tax Planning.



Arthur Andersen LLP

• Tax Accountant

  • Sep 1999 - 2002



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Estate Tax Accountant

  • 1996 - 1999