Kisha N. Ward, CPA/PFS, CFP
Kisha Ward provides comprehensive income, estate and gift tax as well as financial planning services to high net worth individuals and closely held businesses. She has wide-ranging experience with both tax consulting and compliance engagements for individuals, trusts, estates, limited liability companies and private foundations. Her clients have included executives, hoteliers, entrepreneurs and owners and athletes in professional sports.
Kisha works extensively with clients who utilize trusts, partnerships and limited liability companies as part of their estate plan to transfer assets to heirs. She has assisted in both the planning and implementation process of using real estate, alternative investments and other investment vehicles to effectively shift income to future generations.
Kisha, who received her bachelor’s degree in accounting from Bennett College for Women, also has an Executive Certificate in Financial Planning from Georgetown University. Her professional and business affiliations include the American Institute of Certified Public Accountants (AICPA), Certified Financial Planner™, Certified Public Accountant, Virginia Greater Washington Society of Certified Public Accountants and Personal Financial Specialist Credential from the AICPA.