Karen always tries to see the big picture so she can understand complex structures and how the components relate to each other. By evaluating the overall situation, she is well equipped to know when to drill down into the details and to understand the impact specific actions and strategies will have. Karen always keeps clients’ priorities in mind while thinking about how she can work in a more accurate, effective or efficient way.
Karen’s background includes more than 25 years of experience in tax planning and compliance, experience she uses to serve high-net-worth individuals and family office ownership structures. She also conducts investment tracking and tax reporting for large portfolios, including complex trading strategies, and research and consulting related to new business or investment ventures.
- Author of tax related articles for the Managed Futures Association
- Maryland Association of CPAs
- American Institute of CPAs
Karen lives in Sparks, Maryland, with her two daughters. She spends her time primarily at soccer fields, basketball courts, swimming practices and competitions, dance recitals and other venues in which her daughters’ activities take place. She also enjoys hiking, traveling and attending concerts. An interesting fact about Karen? She earned one of the top 10 scores in the state of Maryland when she passed her CPA exam back in 1996.