RESPONSIBILITIES AND EXPERTISE
With over three decades’ involvement in the industry, Karen’s expertise assists a wide-range of clients, from individuals and corporations, to a local university, where she served as Life-time Gift Analyst, managing the accounting for the charitable giving department.
For the last twelve years, her responsibilities at Soren McAdam have included managing seasonal tax preparation for all types of entities, specializing in trusts and estates.
PROFESSIONAL AND COMMUNITY ORGANIZATIONS
Karen enjoys international travels with her husband.