CHICAGO: T: (312)726-8353
Experience
Kathy Garlow is a partner in the firm’s Chicago, IL office, specializing in income tax, estate, and gift tax planning for high-net-worth individuals and their families.
Kathy has extensive experience providing consulting and tax expertise, advising families on their personal income tax returns as well as investment partnerships and LLCs, trusts, estates, and private foundations. With a designation as a Certified Specialist in Estate Planning, she consults families on wealth transfers between generations as well as charitable giving. Kathy has worked on estate tax returns, funding testamentary trusts, and planning for related income taxes. She patiently and thoroughly explains the process with the surviving spouse and/or family.
Previously, Kathy was a tax partner at Shepard Schwartz & Harris LLP, which joined Citrin Cooperman in 2022.
CREDENTIALS
Education
Bachelor of Business Administration, with honors, Loyola University of Chicago
Juris Doctor, Loyola School of Law – Recipient of American Jurisprudence Awards for Constitutional Law and Corporate Tax
Licenses
Certified Public Accountant in the State of Illinois
Licensed Attorney in Illinois
Certified Specialist in Estate Planning
Affiliations
President, Chicago Estate Planning Council
Ex-Officio, Illinois Bar Association, Federal Taxation Section Council
Member, American Bar Association
Member, American Institute of Certified Public Accountants
Member, Illinois CPA Society
Honors & Awards
“Most Influential Women in Accounting” by Crain’s Chicago Business (2017)
"Women to Watch" Award by the Illinois CPA Society and the AICPA (2012)
Presentations & Publications
Kathy lectures on numerous topics including “IRAs and Related Retirement Planning Methods”, “Executive Compensation”, “Tax Considerations for Divorced Spouses”, “Employee v. Independent Contractor Issues”, “Tax Tips for Investors”, “Income Tax Primer for Investment Professionals”, “Tax Planning for Start-Up Companies”, and “Creating a Tax-Exempt Organization”.
WORK-LIFE BALANCE
Community Involvement
Visitation Church Lector, Elmhurst, Illinois
Outside the Office
Kathy enjoys traveling with her husband and spending time with her three adult children.
Get in touch with Kathryn H. Garlow today.
Fill out the form below to get in direct contact with Kathryn H. Garlow and start your personalized consultation journey.
I am fortunate to have a career in helping others. I enjoy working with families and seeing how successful planning comes to fruition in future generations.
Get in touch with Kathryn H. Garlow today.
Fill out the form below to get in direct contact with Kathryn H. Garlow and start your personalized consultation journey.