News & Resources

In December, we proudly announced the promotion of five of our managers to the principal level. Today we’re highlighting Kate Rooney, a principal on our tax team.

Kate is passionate about helping her clients achieve financial security by using the right tax planning tools and strategies. Whether sharing information about new tax rules, advising on wealth transfer strategies or solving an unexpected tax issue before it becomes a problem, Kate is committed to knowing her clients’ needs and what drives them.

Kate serves high net worth individuals and their families, including executives, investment managers, attorneys, physicians, hedge fund partners, venture capitalists and entrepreneurs. Many of Kate’s clients file multiple types of returns and in many states.

Clients appreciate Kate’s keen attention to detail, tenacity and experience with the complex interplay of financial transactions and tax strategies. They have confidence knowing that behind every tax strategy and tax return form that is filed, Kate is there…with the all-important data and analysis to back it up.

On her promotion, Kate said, “I am eager to enter this next phase of my career.  I strive to take our complex tax code, break it down so that people actually understand what it means, and move forward with confidence.  I will continue to provide clients with top service and inspire my younger colleagues about a career in public accounting while having a family.  It is family that humbly grounds us and motivates us to move onward and upward.”

“Kate has grown to be one of the leaders in the tax department.  She has a passion not only for her clients but for the success of the firm and the people she works with,”  said tax partner Mike Antonelli, “In recognition of her hard work, professionalism and dedication to Edelstein,  I’m very excited for Kate’s promotion to principal.”

Congratulations, Kate!