Director - Audit & Accounting, Business & Individual Tax
Kate is a Director and serves clients in both our Audit and Accounting Services and our Business and Individual Tax groups. She joined the firm in 1996. Kate has provided auditing, accounting and advisory services to a wide variety of insurance entities, including captives and commercial insurers. She has worked with more than 100 of the firm's not-for-profit clients. As a member of the Tax Group, Kate provides tax preparation, research and planning for corporate and individual clients.
In addition, she has contributed to AICPA publications including Audit Guides, Technical Practice Aids, and Trends in Financial Statement Disclosures.
BS, Accounting, University of Delaware
Professional and Community Affiliations
American Institute of Certified Public Accountants
Pennsylvania Institute of Certified Public Accountants
PICPA - Member of the Executive Committee
PICPA - Member of the Peer Review Committee
PICPA - Member of the Student Mentoring Program
Delaware Captive Insurance Association - Conference Planning Committee
Lansdale Business Association
United Way - Financial Statement Review Committee Member
Montgomery Township 300th Anniversary Committee - Treasurer
Boy Scouts of America - Treasurer for Pack 229
Licensed to practice in Pennsylvania