Kevin has more than 20 years of experience in public accounting and is a partner in the firm’s Tax department. Prior to joining Windes in 2019, Kevin was a partner with an established regional public accounting firm, where he specialized in Estates & Trusts.
Kevin’s professional focus is helping high-net-worth individuals and their families minimize taxes through his extensive knowledge of individual income tax, estate and transfer taxes, fiduciary income tax, gift tax, generation skipping transfer tax, as well as postmortem planning, and estate and trust administration.
Kevin also has experience in fiduciary accountings prepared for trusts and estates and filed with courts of law supporting mediation and litigation where beneficiary disputes have arisen.
Bachelor of Arts, Business Administration, Accounting
California State University, Fullerton
Master of Science, Taxation
Golden Gate University
- American Institute of Certified Public Accountants, Member
- California Society of Certified Public Accountants, Member
- Orange County Estate Planning Council, Director at Large
- University California Irvine Center for Investment and Wealth Management, Advisory Board Member