January 15, 2020 (Boca Raton, Florida) – Daszkal Bolton is pleased to announce that Kathleen Braica has been promoted to Partner of Daszkal Bolton LLP, effective January 1, 2020.

Kathleen is a leader in our Private Client Services group for Daszkal Bolton. She is a passionate advocate for her clients and staff and technically focuses on the following:

  • Income Tax Planning and Compliance for High Net Worth Individuals and their Families
  • Gift/Estate Tax Planning and Compliance
  • Trust Tax Planning and Compliance
  • Partnership Tax Planning and Compliance
  • State Tax Planning and Compliance
  • Fiduciary Accountings
  • Private Foundations

Kathleen received her Bachelor of Science in Accounting and M.S. Degree in Taxation from University at Albany – State University of New York.  Kathleen is a licensed CPA in the state of Florida and a member of the AICPA and FICPA.

About Daszkal Bolton LLP

Daszkal Bolton LLP provides accounting, tax and business finance advisory services to small and middle market companies ranging in revenue from $10M to $300M. The firm provides financial statement assurance, tax advisory and compliance, M&A and transaction advisory, private client services for high net worth individuals, state and local tax, International tax, forensic accounting, business valuation, estate planning and asset protection services. The firm also advises on wealth management, life and disability insurance and fee-based financial planning through affiliate Benchmark Financial Group. With over 140 professionals Daszkal Bolton covers the South Florida markets, with offices in Fort Lauderdale, Boca Raton and Jupiter.

To learn more about our services at Daszkal Bolton, simply fill out our contact form, or call (561) 367-1040.