Kristin L. Stone
Biography
Kristin serves as the flow-through lead in Wolf’s Tax group, where she provides personalized tax planning and compliance services to our clients. She is responsible for managing a team of professionals to ensure that all tax services are tailored to the individual needs of her clients.
Kristin provides tax planning and compliance services to corporations and partnerships with a focus on financial services and alternative investment industries. In addition to her experience within the financial services industry, she has extensive experience advising on tax reporting and withholding matters associated with businesses structured as pass-through entities (S corporations and partnerships), as well as the corresponding K-1 reporting to shareholders and partners.
Education
- Bryant University, B.Acc.
- Bentley University, M.S. in Taxation
Insights & Thought Leadership
Stay informed with expert analysis from professionals who understand your industry and the challenges shaping it.
Extended Filing Deadline Approaching: How Schedule K-2 and K-3 Impact Investment Funds
The IRS released final version of Schedules K-2 and K-3 – how will these reporting requi