Amy Heim Earns Personal Financial Specialist (PFS) Designation 

KatzAbosch is proud to announce that Amy Heim, CPA, Principal, recently earned the Personal Financial Specialist (PFS) designation, a designation granted exclusively to CPAs with tax knowledge and comprehensive knowledge of financial planning. The PFS designation is CPA-exclusive and the only personal financial planning credential that is maintained by the American Institute of Certified Public Accountants (AICPA). 

Through the AICPA, the PFS credential covers all areas of personal financial planning including estate, retirement, investments, and insurance. To get a PFS credential it is crucial to complete the experience, education, and examination requirements. 

“The PFS designation complements my 30 years of experience in estate, trust, and gift planning. This unique blend of technical ability and practical insight allows me to serve my clients holistically, considering not just their tax and financial picture, but also their long-term goals, values, and legacy. It is about delivering comprehensive, thoughtful guidance that truly supports every aspect of their financial journey.” 

-Amy Heim.  

Amy brings a wealth of experience and insight to the complexities of estate planning, offering clients thoughtful guidance shaped by years of practice. With ability in gift and trust taxation, she serves as a reliable advisor, helping clients achieve their financial goals with clarity and confidence. 

Driven by a client-first mindset, Amy is committed to delivering a personalized and seamless experience. Her dedication to excellence is reflected in her active involvement with the Baltimore Estate Planning Council—an engagement that highlights both her commitment to professional growth and her collaborative approach to shaping the future of the field. 

Learn more about our estate, gift, and trust services here, and for more information, contact: Megan O’Donnell, modonnell@katzabosch.com