2401 Boca Raton Blvd.
Boca Raton, FL 33431

Direct Line

(561) 953-1523

Email
Education

University at Albany – State University of New York,
Master of Taxation

University at Albany – State University of New York,
Bachelor of Accounting

Certification

Licensed CPA – State of Florida

Memberships

American Institute of Certified Public Accounting
Florida Institute of Certified Public Accounting

Kathleen Braica

Experience

Kathleen is a Director in our Private Client Services group for Daszkal Bolton. She has over 25 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.

Practice Area

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