Overview
Cathy Kane is a principal in our Oak Brook, Illinois office and serves as a regional individual and trust leader. She has been with CLA since 2006 specializing in tax and estate/gift/trust planning for corporate executives, high net worth indiviudals and family office clients. Cathy has significant experience with family office clients and is the tax leader for Family Office Services nationally. Cathy is passionate about servicing families and helping them achieve their goals.
Education
Bachelor of Business Administration, Accounting, Loyola University - Chicago
CPA and Certified Financial Planner.
In the community
Cathy is passionate about giving back to her community and is on the foundation board for Northwest Community Hosptial.
Chicago Estate Planners Council
Northwest Estate Planners Council
Presentations
CLA- Private Wealth Summit -Estate planning techniques - Feb 2022
Northwest Estate Planning Council - Secure Act 2020 ( virtual)
Central IL Estate Planning Council - Estate Planning with increased Exclusion 2018
Illinois Bar association - Fiduciary income tax preparation pit falls. 2018
Northwest Estate Planning Council - Valuation discounts and estate planning mistakes - Nov 2016
Red Mass presentation for Professional Advisors - Estate planning mistakes May 2015