Katie L. Email & Phone Number

Family office executive responsible for financial reporting and analysis, tax planning and compliance, trust and estate planning and implementation, cash flow management, special projects, risk management, budgeting, employee benefits, and human resources.

Private foundation executive responsible for financial reporting and analysis, special projects, leading the filing of the federal 990-PF tax return, cash flow management, RMD analysis, risk management, employee benefits and human resources.

Tax Director in PwC's Private Company Services group providing tax compliance and consulting services to individuals and privately-held companies with a special focus on high net worth individuals, trusts, pass-through entities, estates and private foundations.

Worked on a team that provided highly confidential, individualized tax and personal financial planning advice to high net worth executives internally. I managed the tax relationships, serving as the tax specialist and main contact, and supported financial advisors in delivering comprehensive financial planning - including retirement, charitable, estate, insurance and education planning.

Master Of Accounting

Bs In Business Administration