I advise clients in all areas of financial counseling. By focusing on the tax as well as the non-tax issues, I can help my clients see the whole picture. I look forward to having an opportunity to help you and your family.
Throughout my career, I’ve regularly advised other professionals and their clients on a multitude of tax and estate planning issues. I’ve presented seminars to various groups and have had articles published on a wide range of planning-related topics.
Prior to moving to Richmond in 2004, my family and I lived in suburban Chicago. I attended the University of Illinois at Urbana-Champaign, graduating in 1987 with a Bachelor of Science in Accountancy, and the University of Illinois College of Law, graduating in 1990 with a Juris Doctor. In 1997, I earned the Personal Financial Specialist (PFS) designation offered by the American Institute of Certified Public Accountants. I am licensed as a Certified Public Accountant (CPA) by the State of Vermont and as an attorney by the State of Illinois.
I am excited to use my expertise to help you create a secure, and stress-free financial life. Whether it’s financial counseling, tax planning, estate planning, CFO services, tax preparation, bookkeeping, payroll, or any other financial goal that you need help with, we are confident that we can help you.
Prior to K. Nussbaum & Associates, I worked for PricewaterhouseCoopers LLP in New York City. I am a licensed Certified Public Accountant (CPA) in the state of New York. I graduated Summa Cum Laude from the University of Connecticut honor’s program with a degree in Accounting.