Carole (known as Jodi) joined KBF CPAs in November of 2012, bringing 20 years of experience in public accounting. She is an active member of the firm’s Family Financial Services and Expatriate Tax practices, dividing her time between offices in the Bay Area, Southern California, and Pacific Northwest. The experience she gained from a 5+ year rotation in Europe enhances her ability to relate to her clients and help them navigate through the unknown.
Jodi has extensive knowledge in compliance and consulting for individuals with inbound and outbound international taxation issues. She also has a network of U.S. service providers that can assist with immigration, banking, relocation, insurance, legal structuring and/or compensation services.
Jodi’s experience includes:
- Assistance structuring inbound and outbound operations for small & middle market clients moving individuals abroad to take advance of the global economy.
- Structuring and implementation of expatriate programs and policies.
- International payroll consulting and compliance.
- Compliance and consulting for individuals and their closely held investments.
Binghamton University School of Management – BS, Accounting
University of New Orleans – Masters of Public Administration