Stephanie Kirk is a Partner in RubinBrown’s Private Client Services Group. She has over 14 years ofexperience specializing in providing comprehensive income tax planning and compliance forhigh net worth and ultra high net worth individuals, families and family office clients. Services sheprovides include income tax, estate tax and transfer planning, charitable planning, trust taxation, family limited partnerships and private foundations.
Prior to joining RubinBrown, she served as a Partner at JMW & Associate, LLC.
Education
B.S., Accounting, University of Missouri, Kansas City
Experience
Estate and retirement planning
Family office
Gift tax planning
IRS examination matters
Private client services
Tax consulting
Tax planning
Tax returns preparation
Professional Organizations
Member, American Institute of Certified Public Accountants