Meet Kathleen Braica

Kathleen Braica is a Principal – Tax in the Boca Raton Office. She has over 25 years of tax planning and compliance experience and specializes in the complexities that are unique to high-net-worth individuals, trusts and estates. Kathleen assists clients in developing gifting and income tax planning strategies to minimize tax exposure, and she has significant experience representing clients before the IRS.

Kathleen began her career with Ernst & Young LLP, in its New York hedge fund practice. Prior to joining the firm, she was a partner at a high-profile Florida firm, where she spent 15 years focusing on the needs of high-net-worth individuals and families, providing both consulting and compliance services. Kathleen serves as an advocate for her clients and implements a team approach with clients’ financial and legal advisors to obtain optimal planning results.

Kathleen is also a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.