Alex Poe

Alex is passionate about building relationships. He offers customized solutions on strategic tax decision-making, tax compliance, estate and multigenerational planning, liquidity, and exit planning. Alex supports a wide range of clients, from small business owners to high-net-worth individuals. By combining his 15-plus years of in-depth public accounting experience with his personable communication skills, Alex translates complex tax scenarios and offers tax education paired with expertise.

Prior to working with KBF, Alex gained an international tax perspective within KPMG’s Global Mobility Services where he specialized in foreign national and expat tax.

Education

University of Utah – BS, Accounting