DALLAS, TX--(Marketwired - Sep 24, 2013) - John D. Karls has joined TravisWolff as a partner in its individual tax and advisory group. He will provide personalized consulting for successful individuals, families and closely-held businesses.
Karls, a certified public accountant with over 17 years of experience, previously served as the tax director for a Big 4 accounting firm, assisting family offices, successful individuals, executives and family businesses with their multi-generational business succession and wealth transfer needs. He also served on the firm's national gift tax review board. "John's entire career has focused on serving the needs of successful individuals and their families, helping them achieve dramatic tax savings while building strong relationships. He is a terrific addition to this core service area for our firm," said Ken Travis, Chairman of the Board and Practice Group Leader - Individual Tax & Advisory.
Karls specializes in business succession and estate planning for clients, assisting with their income, trust, gift, and estate tax needs. Additionally, he provides tax compliance services for both investment partnerships and private foundations, and wealth transfer planning and stock option and retirement planning for individuals. He is a recognized expert in the industry and has presented at national and local seminars.
A graduate of the University of Wisconsin-Milwaukee, Karls is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants, the Dallas Estate Planning Council, the Young Professionals - Dallas Regional Chamber group, the Association of Corporate Growth, and the Frisco Young Professionals organization. For more information, please visit traviswolff.com.
About TravisWolff
Founded in 1991, TravisWolff is a growing, independent accounting and advisory firm that offers a full range of assurance, tax and consulting services to emerging companies, established companies, and successful individuals and families. Additionally, TravisWolff provides specialized services in the areas of business valuation, compensation and benefits planning, IT auditing, collaborative divorce consulting, employee benefit plan audits, estate planning, exit planning, litigation services and forensic accounting.
TravisWolff serves clients in Texas, throughout the country and offshore. As a member of Moore Stephens International, TravisWolff extends its services to the global market. TravisWolff participates in the American Institute of Certified Public Accountants (AICPA) Peer Review Program and is registered with the Public Company Accounting Oversight Board (PCAOB).
Contact Information:
Contact:
Diane Hartley
Director
972.590.5301 direct