Kaylan柴, 注册会计师

Kaylan柴 is a 税务高级经理 at 海滩别的 PLLC where she provides tax services including planning and compliance for high net-worth individuals, as well as trust and estate planning and compliance services. She is a member of the Trust and Estate 税 segment team at 海滩别的.  Kaylan has a Master of Science in Finance and experience in complex federal income tax issues. She has worked in public accounting since 2007 and is a licensed 注册会计师 in Arizona, Colorado, and Texas.

专业领域

  • Estates, Trust and Gift 税ation and Consulting
  • 首页owners’ and Commercial Realty 协会
  • Individual 税ation and 税 Consulting
  • Wealth Transfer Consulting

行业经验

  • Family Limited Partnerships
  • High Net Worth Individuals
  • 首页owners’ and Commercial 协会
  • Irrevocable and Revocable Trusts

教育

  • 德克萨斯州的一个&M University, Bachelor of Arts in Accounting
  • 德克萨斯州的一个&M University, Master of Science in Finance

Professional 协会 and Activities

  • American Institute of Certified Public Accountants
  • Arizona Society of Certified Public Accountants
  • Southern Arizona 遗产规划 Council, Member
  • OG真人APP下载 税 Study Group