Katy Giesecke, CPA, has over 30 years of experience providing comprehensive tax planning and compliance services.

Her practice serves high net worth individuals and privately held businesses—including partnerships, corporations, and their owners—across all stages of growth. She also specializes in trust, estate, and gift tax planning for high net worth individuals, multi-generational families, private foundations, and charities. She serves on the Firm’s Estate Tax Team and the Taxation Estate, Gift, and Trust Committee of the Illinois CPA Society.

Katy Giesecke, CPA

Partner

How she spends her time here

Expertise	Industries	Membership
Estate, Trust and Gift Tax Planning, Compliance and Consulting Tax Compliance, Planning and Consulting Privately Held Business Consulting Small Business Start-ups	Professional Services High Net Worth Individuals and Family Groups Real Estate Manufacturing and Distribution Restaurants and Hospitality	Illinois CPA Society American Institute of Certified Public Accountants

How she got here

Bachelor of Science in Accountancy, University of Illinois at Urbana-Champaign and Master of Accounting Science, University of Illinois, Urbana-Campaign.

How she approaches her work

“I build trusted relationships with clients by listening to their needs and providing them valuable solutions and the services that benefit their situation. I give my thought, attention, care, time and energy to my clients and coworkers.”

HOW SHE SPENDS HER TIME ELSEWHERE

“I enjoy traveling with my family, spending time in nature, biking, a good novel, and attending cultural and sporting events.”

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Resource Article

Understanding the Approaching Changes to Estate and Gift Tax Exclusions

The lifetime estate and gift tax basic exclusions are set to undergo a significant reduction after 2025, a repercussion of the approaching sunset of the temporary provisions introduced by the Tax Cuts and Jobs Act (TCJA).

Illinois Imposes an Estate Tax for Residents and Nonresidents

Illinois is one of the eleven states that impose an estate tax on a portion of a person’s assets upon death. The Illinois estate tax has a significantly lower exemption and broader reach than the federal estate tax system.

Reconciliation Bill has Significant Proposed Changes for Estate, Gift, and Income Taxes

As part of the $3.5 trillion reconciliation bill being considered by Congress, multiple far-reaching tax proposals were recently addressed by the House Ways and Means Committee. It is important to note that this proposed legislation could have many substantive changes during the reconciliation process.