Overview
Heidi is a senior manager in Kaufman Rossin's estate, trust and exempt organization practice, where she helps high-net worth individuals, charitable organizations, estates and trusts navigate complex tax issues.
She provides tax compliance, advisory and consulting services for a variety of clients including public charities, private foundations, estates, trusts, and high-net-worth individuals. Heidi has a passion for charitable planning and is one of the specialists in the firm's exempt organization practice.
Heidi earned a Bachelor of Accounting and Business Administration, and a Master of Accountancy from the University of Illinois Springfield. She is a Certified Public Accountant in the states of Florida and Illinois. She is a member of the American Institute of Certified Public Accountants (AICPA) and Florida Institute of Certified Public Accountants (FICPA). Heidi has presented various topics at the North American Accounting Society and has been published by the American Accounting Association.
Education
Master of Accountancy, Accountancy, University of Illinois at Springfield
Bachelor of Business Administration, Accountancy, University of Illinois at Springfield
