Compound Planning crosses $2 billion of assets under management
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location

Springfield, MO

Kristin Carter

Head of Tax Advisory

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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Experience

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Central Trust Company

8 years

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Elliott, Robinson & Company

4 years

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RubinBrown

4 years

Qualifications

University of Missouri-Columbia

BS and MACc in Accountancy

Certified Public Accountant

CPA

Specialities

Retirement planning

Tax planning

Tax preparation

Equity compensation

Estate planning

Charitable giving

Business owners

Executives

Tech employees

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