Kathryn Mathieson is a director in Andersen’s Private Client Services practice at Andersen with more than 15 years of experience providing tax planning and compliance services to high-net-worth individuals, families, and their related entities. Her experience includes advising closely held businesses, trusts, private foundations, and other structures on complex tax matters.
Kathryn specializes in individual, estate, and gift taxation, with a focus on wealth transfer, business succession, and charitable planning. She regularly advises multigenerational family groups, entrepreneurs, founders, and executives at companies across various stages of growth.
Her areas of focus include individual and fiduciary income tax planning and compliance, as well as estate and wealth transfer planning.
Location
Education
- Chapman University, BS (Accounting and Business Administration)
- University of San Francisco, MLST