Katherine (Kate) Lewis, MBA, CPA, CTFA, ESQ

Kate is a licensed CPA and Lawyer in both Minnesota and Florida and has more than 30 years of tax and business experience. She started her career in the tax department at the Big 8 CPA Firm, Ernst & Young. Kate then spent almost 20 years employed by the preeminent legal, business & regulatory information publisher, West Publishing that was later acquired by Thomson Reuters where she was consistently recognized as a top 1% leader of its sales & business executives. Kate also worked several years at the community bank, United Southern Bank as a Vice President & Trust Officer with over 100 clients and assets over $200M. She is an IRS credentialed agent and Tax Attorney representing clients in all tax matters before the IRS and US Tax Court and is also a Certified Trust & Fiduciary Advisor (CTFA).  Kate volunteers as a puppy raiser/trainer for Southeastern Guide Dogs for the Blind (www.guidedogs.org), runs 5K/10K/Half-Marathons for Charity, and is a NASCAR fan.

Credentials (License info available upon request):
• Bachelor of Science (BS), cum laude, Business/Accounting, University of Minnesota
• Juris Doctorate (JD), cum laude, William Mitchell College of Law (MN)
• Master of Business (MBA), summa cum laude, International Business, Florida Atlantic University
• Certified Trust & Fiduciary Advisor (CTFA), American Bankers Association
• CPA License: MN & FL
• Attorney License: MN & FL
• US Tax Court Certified Attorney for IRS Tax Resolution