Kathy Davis

WORK HISTORY

EDUCATION

SKILLS

ABOUT KATHY DAVIS

Since joining the tax practice in 1990, what is now HBK\'s Maryland office, I\'ve built my career around working with entrepreneurial-minded business owners. My greatest passions over the years have been solving operational challenges, converting complicated data into strategic opportunities, and adding value through tax planning. Through HBK\'s expanded multi-state platform, I now have even greater resources to serve my clients across Pennsylvania, Ohio, Florida, New Jersey, and Maryland.I\'m a past president of the Estate Planning Council of Frederick County and a member of the Maryland Association of CPAs and the American Institute of CPAs. I was appointed by the Governor to the inaugural Board of Trustees for MarylandSaves, Maryland\'s Small Business Retirement Savings program, and served as Chairman of the Board of Trustees for the Community Foundation of Frederick County for eight years in various executive leadership positions. I\'m a graduate of Leadership Frederick County and served as past president of the Baltimore chapter of Worldwide Employee Benefits (WEB).I work closely with business owners across a variety of industries, focusing on employee benefit plan tax and compliance matters, estate planning, and gift and trust tax planning. My expertise includes helping closely held businesses and their owners navigate tax planning, transactional planning, human resources, operational strategies, and structural planning.A significant part of my practice centers on the death care industry. I\'ve worked extensively with both publicly held companies and independently owned and not-for-profit cemeteries, building a knowledgeable advisory team with multi-state capabilities. Through HBK\'s expanded platform, we continue to grow our practice in this specialized area, and I\'m excited to keep building our team around that initiative.