ON THE PERSONAL SIDE >>

Ken Kathcart, Partner

Ken’s financial roadmaps illuminate his client’s course

Aiming for personal and professional growth, Ken often takes the unexplored path. Spending time boating on the ocean is a highlight for Ken—he can go in any direction without confinements. Ken channels this adventurous spirit into his public accounting career by asking challenging questions that may open new doors for his clients.  An attentive listener, Ken understands how his clients’ businesses makes money and then designs the ideal plan or structures the best deal to arrive at legal, holistic and comprehensive tax solutions

Areas of Expertise

Ken Kathcart, with more than 23 years of experience in tax and accounting matters, provides tax consulting services to successful business owners and their families. He has extensive experience at both the examination and appeal level in advocate representation of taxpayers before the Internal Revenue Service and various other taxing authorities.

Additionally, he consults for businesses and individuals on the sale of businesses, financing transactions, divorce, bankruptcy, insurance, entity formation and selection, real estate tax deferred exchanges, as well as estate and transactional planning.

Before JLK Rosenberger

Ken spent 4 years with a Big 4 accounting firm and 17 years with a regional accounting firm.

Certifications

  • Certified Public Accountant

Membership & Professional Associations

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants
  • Southern California Contractors Association

Education

  • University of Houston (B.A.)