Keith joined Krohn, Watters & Hicks, LLP at the beginning of 2016 after more than sixteen years as a Tax Director in the San Francisco office of a Big 4 accounting firm. He has more than thirty years of experience providing
income, gift, trust and estate services to large family groups, family partnerships, affluent individuals and corporate executives. Keith specializes in assisting individuals and family members with their tax planning, compliance obligations and transfer of wealth to successive generations.

Areas of Experience

Tax planning and compliance for high net worth individuals/families, including their trusts and partnerships/LLCs; Wealth transfer planning; Tax controversy with the IRS and state taxing jurisdictions

Professional and Civic Affiliations

Member, American Institute of Certified Public Accountants (AICPA)
Member, California Society of Certified Public Accountants (CalCPA)

Education

Bachelor of Business Economics, University of California, Santa Barbara; Masters in Taxation, Golden Gate University