Education

Certified Public Accountant, California and Washington

Enrolled Agent

BA, History, Montana State University

Overview

Kurt Kilwein, Tax Principal, consults on all aspects of tax planning and compliance, including corporate, fiduciary, individual, estate and gift, tax exempt and partnership tax returns.  His clients include high net worth individuals, closely-held businesses, real estate partnerships, public charities and private foundations. 

Beginning his career in 1991, Kurt worked with the Internal Revenue Service, a Big Four accounting firm and the Private Bank Division of Bank of America prior to joining CLA.

Upcoming speaking engagements

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Resources and event materials

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In the community

American Institute of Certified Public Accounts (AICPA)

California Society of Certified Public Accountants (CalCPA)

Financial Planning Association

National Eagle Scout Association