Karen H. Martin, CPA
Senior Manager, Tax
Karen Martin is a senior manager in Wipfli’s tax practice. She specializes in individual, family, trust, estate and gift tax compliance, planning and consulting. Karen works closely with clients and their team of trusted advisors to help them achieve their wealth management and estate planning goals.
Certifications
- Certified Public Accountant
Professional Memberships and Activities
- American Institute of Certified Public Accountants (AICPA) - Member
- Illinois CPA Society (ICPAS) - Member
- ICPAS Tax, Estate, Gift and Trust Committee - Member
- Chicago Estate Planning Council - Member
Areas of Focus
- Individual, trust, estate and partnership tax return compliance
- Succession and estate planning
- Gift tax
Education
DePaul University- Master of science degree in accountancy
- Master of science degree in civil and environmental engineering
- Bachelor of science degree in civil and environmental engineering
Recent Insights
Articles
6 tax planning strategies to maximize next year’s tax return
Jul 01, 2021