Kimberly A. Hugo

Kim is an experienced tax professional focusing on Personal Financial Services. She has over 19 years of accounting experience providing income tax, trust and estate tax consulting and compliance services to high net worth individuals, including private equity partners, family business owners, corporate executives and wealthy families. Kim’s time spent working within the family office has allowed her to apply this experience to other high net worth individuals as it relates to family wealth consulting and compliance issues. She has extensive income tax compliance experience for individual, trust, gift, private foundation, partnership, and S-corporation tax returns. Much of Kim’s time spent throughout the years has been assisting with training sessions/workshops as it relates to tax compliance and wealth planning issues.

Education:

• North Central College (Bachelor of Business Administration – Accountancy, 1998)

• DePaul University (Masters in Taxation, 2010)

Accreditations:

• Licensed Enrolled Agent – Internal Revenue Service (2008)

Memberships:

• American Institute of Certified Public Accountants

• Illinois CPA Society

E-mail:
kahugo@mjms.com