Karen L. Alexander, CPA, Legal Specialist

Biography

Karen Alexander is a legal specialist in the firm's Estate, Trust & Wealth Preservation practice group. Her work focuses on trusts and estates, tax, and tax-exempt organizations. She also is a Certified Public Accountant. Karen's experience includes:

  • Administration of trusts, estates, and foundations, including preparation of accounts and tax returns
  • Coordinating and reviewing preparation of fiduciary tax returns
  • Preparing tax and cash flow projections for trusts, estates, and individual beneficiaries
  • Evaluating and maintaining tax software programs
  • Experienced in partnerships and high wealth individual tax preparation, including those with complex investment and tax reporting issues

Prior to joining the firm, Karen was employed by two Big Four accounting firms, where she specialized in tax compliance services for trusts, high net worth individuals, partnerships, and corporations.

Legal Services

Education and Honors

  • Bob Jones University (B.S., magna cum laude, 1985)
    • Major: Accounting
    • Minor: Computer Science

Professional and Civic Activities

  • American Institute of Certified Public Accountants (Member)
  • Wisconsin Institute of CPAs (Member)
  • Waukesha County Estate Planning Council (Member)
  • Estate and Trusts Specialty Section (Steering Committee)

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