TEAM PROFILE

Kathleen A. Bries

Director

Phone312.818.4329

Email Business Card
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Katie is a Director in FGMK’s Tax Practice with over 11 years of experience in public accounting and the family office space. Katie primarily provides domestic and foreign tax compliance and consulting services to her clients, with an emphasis on flow-through entities and their owners.

In addition, Katie works with high-net-worth family enterprises, partnerships/SMLLCs, C-corporations, S-corporations and foundations to ensure accurate and timely tax estimates and filings, coordinating with internal accounting teams and outside service providers. Katie also provides tax consulting and planning that includes structuring new investments as well as developing streamlined accounting and new projection processes.

Prior to joining FGMK in 2019, Katie worked for Diversified Financial Management Corp. and Grant Thornton.

Education and Certifications

  • B.B.A., Accounting and Finance, University of Iowa
  • Certified Public Accountant (CPA)

Professional and Civic

  • American Institute of Certified Public Accountants (AICPA)