Kim is a former managing director in BDO’s Compensation and Benefit Services practice. With over 20 years of experience in ERISA, she supervises a team of professionals and is responsible for all aspects of qualified plans including government and tax compliance, ERISA consulting, technical review, internal quality control, and retirement plan design and administration. Kimberly is also responsible for medical plan consulting, including welfare benefit and specializes in the Affordable Care Act and is an integral part of the leadership team in the Firm’s growing defined benefit practice. She is a tax compliance expert for the Firm’s Assurance Employee Benefit Practice in addition to a technical advisor for the Firm’s national compliance help desks. She is also a business development leader for the Compensation and Benefits global team nationally. Kim is a frequent writer and lecturer including speaking at the AICPA’s annual Employee Benefit Conference.

About Us: ERISA & Tax Financial Services, LLC works with an extensive and experienced network of professionals in the business community dedicated to providing retirement plan and health and welfare plan services. ERISA & Tax is a woman-owned CPA Firm in the State of Ohio providing services throughout the USA and beyond.