Overview
Kim Spaulding is a Principal with CLA specializing in gift, estate, and trust tax planning and compliance. She works closely with individuals, families, fiduciaries, and closely held business owners to navigate complex wealth transfer strategies, estate, and trust taxation. Kim is committed to helping clients achieve their long-term financial and legacy planning objectives through practical, client-focused advice.
Education
Oregon State University
In the community
Portland Estate Planning Council
Rotary - Clackamas Sunrise