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.
Education
Certified Public Accountant, California and Washington
Enrolled Agent
BA, History, Montana State University
In the community
American Institute of Certified Public Accounts (AICPA)
California Society of Certified Public Accountants (CalCPA)
Financial Planning Association
National Eagle Scout Association