Overview
Kim has been with CliftonLarsonAllen LLP since 2010 and she is a Principal in the firm’s Naples office. She has over 30 years of public accounting experience with an emphasis in High Net Worth individuals, and Estates and Trusts in taxation compliance and planning in addition to individual and small business taxation
Education
Masters of Science in Accounting and Taxation from Florida Gulf Coast University, Ft. Myers FL
American Institure of Certified Public Accountants
Certified Public Accountant in the State of Florida
Certified Specialist in Estate Planning
In the community
Member of the Board of Directors of the Estate Planning Council of Naples - to enhance members skills through continuting educaiton and to bring estate planning consciousness to the community
Past member of the Board of Directors of the Ave Maria Estate Planning Council – to bring estate planning education to the local area and to the law students of Ave
Past member of the Board of Directors of the SWFL Young Audiences organization - to bring the arts into the classroom.