Katherine Sharp Partner
Katherine has over ten years of experience delivering tax services to high net-worth individuals, family offices and closely held businesses, at various stages of the business cycle, in a wide range of industries. She works with clients and their advisors to identify and execute unique solutions that help achieve long-term goals.
Katherine has significant expertise with cross-border planning for individuals and businesses as well as advising inbound investors to the US.
Having worked in Texas for the entirety of her career, she also has a deep understanding of the oil and gas industry.
Prior to her career in public accounting, she spent five years in the United States Marine Corps as a linguist.
Katherine holds an MSA in Taxation, a BBA in Accounting and a BS in Economics from Southern Methodist University
Industry Expertise | High Net-Worth Individuals | Multinational Companies |
Service Specialties | Tax Compliance & Consulting | Wealth Transfer Planning |
Licenses & Certifications | Certified Public Accountant – Texas (CPA) | Executive Certificate in Nonprofit Governance |
Memberships | American Institute of Certified Public Accountants (AICPA) | Texas Society of Certified Public Accountants (TSCPA) |