Kathleen is a senior manager in the tax department and joined Weiss & Company LLP through the firm’s merger with David J. Miller & Associates, LLP. She has practiced as a CPA since 1984 and has vast experience with a number of certified public accounting firms.
In her leisure time, Kathleen enjoys gardening and quilting.
Skills/Practices
- Corporate, partnership, and individual tax planning
- Federal, state and local sale and use tax
- 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
- Experience working with individuals and businesses to resolve audits of income, sales, and payroll taxes
- Family office services for high-net-worth multi-generational families
- Business consulting
Related Service Areas
Related Industries
Education
- B.S. Degree in Accounting from Miami University, Oxford, Ohio
Memberships
- American Institute of Certified Public Accountants
- Illinois CPA Society