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When the situation presents some intricacies, Kathy dives in. Clients say Kathy creates confidence;
they feel comfortable talking tax, estate and retirement planning with her. She specializes in providing
tax planning and compliance services for individuals, businesses, guardianships, estates and trusts.
Plus, she works easily and often with other financial professionals, including attorneys, to oversee
clients’ tax plans.
Offering perspectives and interpretation of the many financial documents involved in your estate and
trusts gives Kathy great satisfaction, and a strong connection to her passion: estate planning. Look for
Kathy to resolve issues and give you a sense of ease and trust, and a financial future that creates
Kathy is instrumental in the firm’s Foreign Entity Section which assists with tax compliance and accounting
services for international businesses.
Perspectives from Kathy
“The best part of any work day is when a client comes in, I interpret his information and make
sure it’s understood, and he then says he’s enjoyed talking to me. That’s not your typical response
to a meeting with an accountant.”
“The most important asset I can provide is helping people understand their complex financial affairs.”
American Institute of Certified Public Accountants
Delaware Society of Certified Public Accountants
Delaware State Board of Accountancy – President/Board Member
Delaware Tax Institute – Board Member
Estate Planning Council of Delaware – Board Member/Vice President/Program Chair
PrimeGlobal International Tax Group
Wilmington Tax Group
World Trade Center of Delaware
University of Delaware – Bachelor of Science Degree in Accounting (Cum Laude)
Philadelphia Chapter/Delaware Chapter National Speleological Society – Treasurer/Board Member
Delaware Division of Fish and Wildlife – Volunteer
Recognized in Delaware Today Magazine as a 2012 & 2013 Five Star Wealth Manager
AICPA/DSCPA Women to Watch Award Recipient (2011)
302.573.3916 or firstname.lastname@example.org