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Katherine Lacey

KPMG

Houston, Texas
About
Company name
KPMG
Business title
Managing Director
Contact
How to contact
klacey@kpmg.com
Professional Profile

Call Me When

you have a client in need of tax compliance and consulting. We can assist with succession planning, asset transfers, wealth preservation, and charitable giving.

Professions

Accountant

Functional Expertise

Board of Directors (not for profit)
Bookkeeping
Business development
Charitable giving
Estate planning
Tax
Trusts
Exit/Transition Planning

Business Focus

Tax Compliance and Consulting For High Net Worth Individuals

Professional Certification

CPA

Client Industries

Energy/Utilities
Manufacturing
Retail
Chapter information
Houston

Membership

Houston Individual

Member since

Member for 2 years

Why I'm a Member of XPX

I enjoy collaborating with other advisors who guide business owners to maximize value when the business owner transitions their business.
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