Amy Heim, CPA Announced as Co-Chair of Estates & Trusts Department at KatzAbosch

KatzAbosch is proud to announce that Amy Heim, CPA has accepted the position of Co-Chair of the Estate and Gift Tax group effective immediately. Amy’s involvement is essential to the continued growth and success of this department. Amy will continue her role as a client executive as well as working side by side with fellow Co-Chair, Lori Kirk, CPA, to continue to develop staff and new clients. Amy will also work with Lori to manage existing and future client engagements and the department in general.

Amy Heim, a Manager with KatzAbosch, joined the firm in 2000. She is Co-Chair of the firm’s Estate and Trust Department and has over 15 years of experience working with small-medium sized businesses. Amy specializes in estate and trust administration.

Amy provides a full range of accounting and tax services for clients, including estate and trust administration, tax preparation and tax planning for individuals and closely-held businesses. She is a member of the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of Certified Public Accountants (MACPA).

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