Kathy grew up in Huntington as one of five sisters. She graduated in 1977 from Huntington Catholic High School and was the class valedictorian. She received a Bachelor of Arts degree in Forensic Studies with honors from Indiana University, Bloomington in 1981. Kathy then attended a three month course titled “Estates and Trusts” at the Institute for Paralegal Training in Philadelphia, Pennsylvania, receiving certification in December, 1981.
Kathy worked as a paralegal from 1982 to 1987 for law firms in Indianapolis, Chicago, and Omaha doing corporate, tax, probate and estate planning work. She joined Kline’s CPA Group in 1987. She is currently working in the areas of estate planning, estate and gift taxation, and fiduciary and individual income tax preparation.
Kathy works on estate and gift tax planning for many of our clients. She has taken numerous courses to expand her knowledge in these areas. Kathy also does extensive work in the estate and trust area and is in charge of our estate and trust income tax preparation for the firm. She also prepares individual income tax returns for her clients.
Kathy is a member of St. Mary’s Catholic Church where she is a member of the Ladies Sodality. She also volunteers for the Open Door ministry, at the high school her son attends, and she is on the Board of Directors at the Victory Noll Center. Kathy has been married to Tim for 34 years. They have four sons. Kathy’s youngest two sons were adopted from the Philippines. Her youngest son is a senior in high school. Kathy also enjoys spending time at the lake and time with their two grandchildren.