Cathy Green serves as a Principal at CliftonLarsonAllen (CLA), where she leverages over 30 years of extensive experience in tax to provide exceptional service to high net worth individuals, trusts, estates, and tax-exempt entities, particularly private foundations. Her deep expertise in tax compliance and strategic...
Cathy Green serves as a Principal at CliftonLarsonAllen (CLA), where she leverages over 30 years of extensive experience in tax to provide exceptional service to high net worth individuals, trusts, estates, and tax-exempt entities, particularly private foundations. Her deep expertise in tax compliance and strategic planning allows her to navigate the complexities of tax law, ensuring that her clients not only meet their regulatory obligations but also capitalize on potential tax-saving opportunities. At CLA, Cathy is instrumental in leading key projects that focus on optimizing tax strategies for corporations, partnerships, Limited Liability Companies, and S Corporations, helping them achieve their financial goals while minimizing tax liabilities.
Cathy’s role extends beyond compliance; she is a trusted advisor who conducts thorough tax research and analysis, enabling her clients to make informed decisions that align with their long-term objectives. Her proficiency in income tax and tax accounting, combined with her understanding of partnership taxation, positions her as a valuable resource for clients seeking tailored solutions in the ever-evolving financial landscape. As part of CLA's commitment to creating opportunities for clients, Cathy actively engages in collaborative efforts that enhance the firm’s wealth advisory and consulting services, ensuring that clients receive comprehensive support that addresses their unique needs. With a focus on building lasting relationships, Cathy embodies CLA's mission to know and help clients, making her an integral part of their success stories.