Kathleen is a Director in our Private Client Services group for Daszkal Bolton. She has over 18 years of tax planning and compliance experience, with special expertise in high net worth individuals, trusts, estates, gift planning/compliance, and financial services firms. Kathleen assists clients in developing tax planning strategies to minimize tax. Kathleen has significant experience representing clients before the IRS.
Kathleen was previously employed by Ernst & Young LLP, where she initially worked in the New York hedge fund practice. She moved to Florida in 1999 and transferred to the Miami office where she worked on high net worth individuals providing both consulting and compliance services. She later joined the national practice of Ernst & Young and served as a technical resource for complex accounting issues such as timing of deductions and income recognition.
Kathleen earned both her Master of Taxation and Bachelor of Accounting from the State University of New York (SUNY) in Albany. She is licensed as a Certified Public Accountant in the state of Florida.