Focus on what counts

Kathleen M. Poorbaugh

Partner, Citrin Cooperman Advisors LLC

Partner, Citrin Cooperman & Company, LLP

kpoorbaugh@citrincooperman.com
Education

Bachelor of Business Administration in Accounting, College of William and Mary

Master of Science in Taxation, American University

Licenses

Certified Public Accountant in the State of Virginia

Kathleen Poorbaugh is a partner in the firm’s DC Metro office with over 35 years of audit, accounting, and tax experience. She specializes in tax consulting and compliance, planning, and research for high net worth individuals, and various industries including government contracting, real estate, and professional services.

Experience

Kathy has extensive experience with individual taxpayers and accounting and management advisory services for commercial businesses. Her expertise also includes advising on corporate tax issues including tax planning for mergers and acquisitions of closely-held entities, business start-up issues, such as entity choice and accounting methods, accounting system development, executive compensation planning, and multi-state planning.

Kathy also has experience helping individual taxpayers, including self-employed individuals, with tax planning and compliance, specifically estate planning, real estate investments, and maximizing retirement plan contributions.

Education & Licenses
Education

Bachelor of Business Administration in Accounting, College of William and Mary

Master of Science in Taxation, American University

Licenses

Certified Public Accountant in the State of Virginia

Honors & Awards

Profiles in Success, Bernhardt Wealth Management, 2007

Super CPA, Virginia Society of CPAs and Virginia Business Magazine

Presentations & Publications

Executive Leaders Radio – Guest and Co-Host

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, Greater Washington Society of Certified Public Accountants (GWSCPA)

Member, Virginia Society of Certified Public Accountants (VSCPA)

Member, Northern Virginia Estate Planning Council