New Assignment Form
Contact Us

Experience

Karen is based in the Cleveland office where she directs the Personal Tax Advisory Group. Her practice focuses on tax planning and compliance services for individuals and executives. With over 30 years of experience working in the areas of individual, trust, estate and gift tax and international taxation, Karen is skilled in managing the complex tax issues and transactions that her clients encounter when making financial and business decisions.

Karen will work closely with her client’s investment advisors to formulate and execute a financial plan that takes advantage of the best tax savings strategies available. This team approach offers clients the resource to couple their financial and investment decisions with their tax planning. Karen attends to the needs of her clients with the high level of service and attention one would expect from a trusted advisor.

Areas Of Specialization

  • Taxation of High Net Worth Individuals
  • Income Taxation of Decedents, Estates & Trusts
  • International Tax Planning for U.S. Resident and Alien Taxpayers
  • Individual Retirement Planning
  • Charitable Planning

Education

Cleveland State University, BBA Accounting

Professional Development

  • Estate Planning Council of Cleveland
  • American Institute of CPAs
  • Ohio Society of Certified Public Accountants

Professional Designations

Accredited Estate Planner

Community/Philanthropic Pursuits

  • St. Augustine Health Campus, Trustee & Past Board Chair
  • The Harding Family Charitable Trust, Board President
  • Community Foundation Professional Advisors Committee, Cleveland Diocese
Karen M. McCarthy, CPA, AEP®

Let's Connect