Overview
Claudia is a Director in Estate and Trust Tax who leads Kaufman Rossin’s fiduciary accounting practice. She has over 25 years of experience in the preparation of fiduciary accountings for estates, trusts and guardianships. She is skilled in preparing court compliant fiduciary accountings that align with the Florida Uniform Principal and Income Act and jurisdiction specific probate court requirements. Her work includes forensic reconstruction of financial activity, trust and estate income allocations, and beneficiary distributions.
Claudia works closely with high-net-worth individuals, families, fiduciaries and attorneys to provide strategic planning and compliance services designed to preserve wealth and ensure tax efficiencies across generations. She specializes in preparation of complex estate and trust income tax returns guiding clients to minimize estate tax exposure and maintain compliance with federal and state tax laws.
Claudia holds a Bachelor’s degree and Master’s degree in Accounting and Taxation from Florida International University.
Claudia is a Certified Public Accountant in the State of Florida.
Education
Master of Business Administration, Taxation, Florida International University
Bachelor of Science, Biology, Florida International University
