Ed Klingenberg

Ed has over 40 years of accounting, tax and financial consulting experience. During his career, he has been awarded the designation of Certified Financial Planner by the College of Financial Planning and the International Board of Standards and Practices for Certified Financial Planners. He was also awarded the Personal Financial Specialist designation by the American Institute of Certified Public Accountants.

Ed and his wife enjoy travelling and spending time with their children and grandchildren.

Skills/Practices

• Reviews and compilations of financial statements for closely held businesses
• Business accounting and consulting services
• Corporate, partnership, and individual tax planning
• Business succession planning
• Tax planning for high-net-worth individuals
• Tax planning strategies for closely held businesses, owners, families, and consolidated corporations
• Estate, gift and trust planning and compliance services
• Tax planning for high net worth individuals including succession and wealth transfer
• Financial planning