Kathryn Schultz, CPA, AEP<sup>®</sup>

Kathryn Schultz, CPA, AEP®

Director/Dept Chair
Corporate & International Services

302.573.3916

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."

About Kathryn

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 confidence.

Kathy is instrumental in the firm’s International Services Section which assists with tax compliance and accounting services for international businesses.

Areas of Specialization

Individual Tax Estate & Trust Services International Services High Net Worth Foreign Owned U.S. Entities

Professional Memberships & Recognition
  • 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
  • Recognized in Delaware Today Magazine as a 2012 & 2013 Five Star Wealth Manager
  • AICPA/DSCPA Women to Watch Award Recipient (2011)
Boards & Committees
  • Philadelphia Chapter/Delaware Chapter National Speleological Society – Treasurer/Board Member
  • Delaware Division of Fish and Wildlife – Volunteer
Education
  • University of Delaware – Bachelor of Science Degree in Accounting (Cum Laude)

Need Additional Information?

If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!