Kristin Carter is a highly experienced CPA with over 16 years of tax compliance and planning expertise, ranging from high-net worth individual income tax to trust, estate, gift, and business taxation. At Compound Planning, Kristin leads the tax advisory team and makes tax approachable and understandable (and dare we say ""fun""?) for clients and their advisors. Kristin brings a holistic approach to tax planning that involves planning for a client's life goals, heirs, charitable giving intentions, financial wellbeing and estate planning. At Compound, we work collaboratively with a client's wealth advisor, attorney, outside CPA or our own in-h...

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