Karen is the Principal-in-Charge of Individual Tax Services at SVA Certified Public Accountants, S.C. Karen's tax practice focuses on proactive tax planning and developing strategies to minimize current and future tax liabilities. Her extensive experience includes stock option planning, multistate issues, audit assistance, wealth management planning, and maximizing benefits from tax law changes.
As a trusted advisor working with a variety of individual clients; including small business owners, physicians, retirees, and high net worth individuals, Karen understands the tax issues and has the experience to meet objectives and accomplish client goals.
As a Certified Divorce Financial Analyst (CDFA) Karen assists clients with financial issues the year of divorce and beyond. She works to obtain an equitable division of income and assets while considering all financial and tax issues.
Karen also serves on the firm’s Personnel Committee. In this capacity, she focuses on the hiring, training, and development of staff accountants to ensure that they continue to provide clients with the highest level of service possible.