Karen Martin, CPA, joins Weiss & Company as Senior Manager in Tax Department

Weiss & Company LLP is pleased to welcome Karen Martin, CPA, as a new Senior Manager in the firm’s Tax Department. She brings over 15 years of accounting experience to the position, specializing in estate, gift, trust, family, and individual tax planning, consulting and compliance.

In her new position, Karen will work closely with Weiss partners to help clients achieve their estate and tax planning goals. “We are delighted that Karen chose Weiss,” Howard Bloom commented. “Managing multi-generational wealth involves a complex structure that is essential to maximize benefits for all generations. Executing on that structure requires the use of a client-centric approach. It’s a specialized skill set that she finds deeply rewarding, and will be an exceptional asset for our firm.”

Weiss managing partner Dan Fortman concurred. “The depth of her experience combined with her personal approach to client service makes her ideal for high net worth clients,” he said. “Karen is exactly the kind of professional we seek at Weiss.”

Weiss & Company LLP was founded in 1968 and joined the BDO Alliance in July 2001. The firm offers a full range of accounting services for individuals and businesses, including tax, audit, advisory, and specialized services tailored to specific client needs.