The best part of any work day is when a client comes in, I interpret his information and make sure it’s understood, and he then says he’s enjoyed talking to me. That’s not your typical response to a meeting with an accountant."

About Kathryn

Kathy retired on December 31, 2022 with exactly 28 years of service at BLS!

Kathy began working at BLS on January 1, 1994, shortly after receiving her BS in Accounting from the University of Delaware and after working a number of years at the United States Postal Service while also spending a couple of years preparing tax returns at H & R Block. She decided to make an official career change and started as a Staff Accountant at BLS, progressed throughout the advancement track, and was named Shareholder/Director on November 1, 2009. She became proficient in estates and trusts work and was a critical participant in the development of the firm’s International Services Practice Group. Kathy was very active in her community and within industry organizations. She is a past board member of the Delaware State Board of Accountancy, Delaware Tax Institute, and the Estate Planning Council of Delaware, while also being recognized as a Five Star Wealth Manager and a AICPA/DSCPA Women to Watch.

Many BLS team members, community contacts, and clients made an impression on Kathy’s career. She notes that the late Eileen Connor, former Shareholder/Director of BLS, had a large impact on her career and credits her with teaching her most about trusts and estates. In addition, she recalls learning a lot about client service from Barry Crozier, former Shareholder and past Managing Director. She is grateful to both of them for paying it forward by sharing their knowledge, by their encouragement, and by passing along many of their client relationships to her after they retired. Kathy is excited to pay it forward to the firm’s current and future leaders.

Areas of Specialization

Individual Tax Estate & Trust Services International Services High Net Worth Foreign Owned U.S. Entities

Professional Memberships & Recognition

• American Institute of Certified Public Accountants
• Delaware Society of Certified Public Accountants
• Delaware State Board of Accountancy – Past President/Board Member
• Delaware Tax Institute – Past Board Member
• Estate Planning Council of Delaware – Past Board Member/Vice President/Program Chair
• PrimeGlobal International Tax Group
• Wilmington Tax Group
• World Trade Center of Delaware
• Recognized in Delaware Today Magazine as a 2012 & 2013 Five Star Wealth Manager
• AICPA/DSCPA Women to Watch Award Recipient (2011)

Boards & Committees

• Philadelphia Chapter/Delaware Chapter National Speleological Society
• Delaware Division of Fish and Wildlife

Education

• University of Delaware – Bachelor of Science Degree in Accounting (Cum Laude)