Kathleen Kazmarek - Managing Director
Kathleen joins FTS as a Managing Director at our Boston office! She has over 25 years of experience providing tax consulting, planning and compliance services to ultra-high net worth individuals, trustees of fiduciary entities and not-for-profit foundations. Kathleen’s diverse background and experience enables her to provide unique insights in many areas like tax planning, estate and gift planning, fiduciary and philanthropic planning, and succession planning. Prior to FTS, Kathleen was a Tax Principal for DGC LLP, a Tax Director for Grant Thornton and Tax Senior Manager for Ernst & Young, LLP.
Clients rely on Kathleen’s collaborative and diligent approach to financial planning, ensuring all options have been explored. Kathleen’s experience working with individuals, family office teams and attorneys, investment consultants, and insurance professionals has afforded her an extensive array of options to help her clients achieve their goals.
Jennifer He - Tax Director
Jennifer is a Tax Director at FTS. Prior to FTS, Jennifer was head of Tax at Monitor Clipper Partners, LP. Prior thereto, she was Tax Manager for PwC and Liberty Mutual Insurance. She specializes in tax compliance and strategic consulting to private equity funds. She received her MBA degree from California State University, Los Angeles and has attained her CPA.
John Duarte - Tax Senior
John joins FTS as a Tax Senior. Prior to FTS, John worked at Monitor Clipper Partners since 2011 and has his CPA license. He graduated at Westfield State University in 2010 with a Masters Degree in Accounting.
James Leonard - Tax Associate
James joins FTS after working as a Tax Accountant with Monitor Clipper Partners, a private equity firm. James specializes in state and local income tax compliance/planning for both partnerships and corporations. James received his BBA in Accounting & Information Systems from the University of Massachusetts Amherst – Isenberg School of Management.
