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Kathryn M. Cozzens, CPA

 

Kathryn M. Cozzens, CPA
Managing Member

Ms. Cozzens specializes in all facets of tax compliance as well as estate and gift planning for high net worth individuals and families. She focuses on helping clients achieve their personal wealth goals by providing exceptional service and working closely with their financial, legal, and insurance advisors. Ms. Cozzens has worked with numerous individuals and families, focusing on developing and implementing tax efficient strategies for the minimization of income, gift and estate taxes.

Ms. Cozzens extends her tax practice to include estate administration, working with lawyers and family members upon the death of an individual. She has had extensive experience with Probate Court filings and all tax filings related to the estate process, following the administration for as many years as necessary to finalize the process.

Prior to launching Warring and Company in February 2007, Ms. Cozzens practiced tax and tax planning with other Washington DC-area CPA firms, including Beers & Cutler and RSM McGladrey. Ms. Cozzens was formerly an Assistant Vice President with Bank of America in Columbia South Carolina, where she managed the operations of their Private Client Group Tax Compliance Division.

Education, Professional Designations and Licenses

  • University of South Carolina, Master of Science in Taxation, December 1995
  • Northeastern University, Bachelor in Business Administration with a concentration in Accounting, June 1994
  • Certified Public Accountant (CPA), 2000

Affiliations

  • AICPA (American Institute of Certified Public Accountants), member since 2000
  • Northern Virginia Estate Planning Council, member since 2001
  • Virginia Society of CPAs, member since 2001

Publications

  • “Issues in Reducing Executor Liability for an Estate’s Federal Tax Obligations”, Tax Management Estates,
  • Gifts and Trusts Journal, September-October 2007, co-authored with Donald Williamson & A. Blair Staley