Kathy Schultz, Cpa Email & Phone Number

I specialize in assisting high net worth individuals and families to maximize their savings and minimize their tax burdens while managing their complex financial affairs. I also provide tax planning and compliance services for individuals, businesses, guardianships, estates and trusts. I frequently work with a diverse network of professionals, including many local attorneys, to ensure my clients’ estate and trust tax matters are properly handled.I have many years of experience 'navigating the ropes' for high net worth individuals who have inherited the responsibility of caring for their family’s estate. Recent examples of how I have assisted my clients include:• Realized a greater than $1.5 million dollar deduction, spread over 30 years, for a high net worth family, whose deceased family member’s shares in a limited liability company were not fairly valued• Assisted a high net worth family with international tax compliance regarding voluntary disclosures, allowing them access to their previously-frozen assets worth over $600,000As a caring, experienced tax professional, I pride myself on earning trust from the people I serve and always taking the time to discuss and explain, in terms that can be understood, what the best options might be.

Listed skills include Tax Preparation, High Net Worth Individuals, Trusts, Corporate Tax, and 12 others.

• 

  University Of Delaware - Lerner College Of Business And Economics

  Accounting