Katy Giesecke

Katy Giesecke, CPA, has over 26 years of experience assisting clients through the complexities of tax planning, compliance, and assurance services.

She focuses on the trust, estate, and gift tax planning and compliance areas. As a trusted advisor, she works with high net worth individuals, multi-generational family groups, private foundations and charities, and privately held businesses and their owners to help them navigate the complexities of estate and income tax matters. Katy has significant experience with federal and state estate tax compliance and providing her clients strategic consulting services. She serves on the Firm’s Estate and Gift Tax Team and Mentoring Committee.

Expertise

  • Estate, Trust and Gift Tax Planning, Compliance and Consulting
  • Tax Compliance, Planning and Consulting
  • Privately Held Business Consulting
  • Small Business Start-ups

Industries

  • Professional Services
  • High Net Worth Individuals and Family Groups
  • Real Estate
  • Manufacturing and Distribution
  • Restaurants and Hospitality
  • Retail

Katy is an active member of the American Institute of Certified Public Accountants and Illinois CPA Society, where she serves on the Tax Estate, Gift and Trusts Committee. Katy is a distinguished speaker addressing a wide variety of audiences on the topics of taxation and tax planning.

She holds a Bachelor of Science in Accountancy and a Master of Accounting Science from the University of Illinois, Urbana-Champaign.

In the community, Katy devotes time to the Fox Valley Bike and Ski Club activities and serves on the Swedish Days Ride Committee.

Contact Katy at [email protected].

Katy Giesecke

CPA

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