Katherine Lewis, MBA, CPA, CTFA, ESQ

Katherine Lewis, MBA, CPA, CTFA, ESQ

Tax Aces LLC
Leesburg, FL

Katherine Lewis, MBA, CPA, CTFA, ESQ , is president of Tax Aces LLC. She is a licensed CPA and Lawyer in both Minnesota and Florida and has more than 30 years of tax and business experience. Ms. Lewis started her career in the tax department at the Big 8 CPA Firm, Ernst & Young. She then spent almost 20 years employed by the preeminent legal, business & regulatory information publisher, West Publishing that was later acquired by Thomson Reuters where she was consistently recognized as a top 1% leader of its sales & business executives. Ms. Lewis also worked several years at the community bank, United Southern Bank as a Vice President & Trust Officer with over 100 clients and assets over $200M. She is an IRS credentialed agent and Tax Attorney representing clients in all tax matters before the IRS and US Tax Court and is also a Certified Trust & Fiduciary Advisor (CTFA). Ms. Lewis earned her B.S. degree, cum laude, from University of Minnesota, her J.D. degree, cum laude, from William Mitchell College of Law, and her MBA degree, summa cum laude, from Florida Atlantic University.

Katherine Lewis, MBA, CPA, CTFA, ESQ's Courses

  • Airbnb, VRBO, and Short-Term Leases: OBBBA and Other Hot Topics

    Real Estate

    Airbnb, VRBO, and Short-Term Leases: OBBBA and Other Hot Topics

    Credits Available
    Credit Status Total
    Alaska CLE Reciprocity 6 Total
    Alabama CLE Approved 6 Total
    Arkansas CLE Approved 6 Total
    Arizona CLE Approved 6 Total
    California CLE Approved 6 Total
    Colorado CLE Approved 7 Total
    Connecticut CLE Approved 6 Total
    Delaware CLE Approved 6 Total
    Florida CLE Approved 7 Total
    Georgia CLE Approved 6 Total
    Hawaii CLE Approved 6 Total
    Iowa CLE Approved 6 Total
    Illinois CLE Approved 6 Total
    Indiana CLE Approved 6 Total
    Kansas CLE Approved 7 Total
    Maine CLE Approved 6 Total
    Minnesota CLE Approved 6 Total
    Missouri CLE Approved 6 Total
    Northern Mariana Islands CLE Approved 6 Total
    Mississippi CLE Approved 6 Total
    Montana CLE Approved 6 Total
    North Carolina CLE Approved 6 Total
    North Dakota CLE Approved 6 Total
    Nebraska CLE Approved 6 Total
    New Hampshire CLE Approved 6 Total
    New Jersey CLE Approved 7.2 Total
    New Mexico CLE Approved 6 Total
    Nevada CLE Approved 6 Total
    New York CLE Approved 7 Total
    Ohio CLE Approved 6 Total
    Oklahoma CLE Approved 7 Total
    Oregon CLE Approved 6 Total
    Pennsylvania CLE Approved 6 Total
    South Carolina CLE Approved 6 Total
    Tennessee CLE Approved 6 Total
    Texas CLE Approved 6 Total
    Utah CLE Approved 6 Total
    Virginia CLE Approved 6 Total
    Vermont CLE Approved 6 Total
    Washington CLE Approved 6 Total
    Wisconsin CLE Approved 7 Total
    West Virginia CLE Approved 7.2 Total
    Wyoming CLE Approved 6 Total
    OnDemand
    6 Nebraska CLE
  • Tax-Saving Tactics for Family Business Owners

    Tax

    4.25

    Tax-Saving Tactics for Family Business Owners

    Credits Available
    Credit Status Total
    Alaska CLE Reciprocity 3 Total
    Alabama CLE Approved 3 Total
    Arkansas CLE Approved 3 Total
    Arizona CLE Approved 3 Total
    California CLE Approved 3 Total
    Colorado CLE Approved 4 Total
    Connecticut CLE Approved 3 Total
    Delaware CLE Approved 3 Total
    Florida CLE Approved 3.5 Total
    Georgia CLE Approved 3 Total
    Hawaii CLE Approved 3 Total
    Iowa CLE Approved 3 Total
    Illinois CLE Approved 3 Total
    Indiana CLE Approved 3 Total
    Kansas CLE Approved 3.5 Total
    Maine CLE Approved 3 Total
    Minnesota CLE Approved 3 Total
    Missouri CLE Approved 3.6 Total
    Northern Mariana Islands CLE Approved 3 Total
    Mississippi CLE Approved 3 Total
    Montana CLE Approved 3 Total
    North Dakota CLE Approved 3 Total
    Nebraska CLE Approved 3 Total
    New Hampshire CLE Approved 3 Total
    New Jersey CLE Approved 3.6 Total
    New Mexico CLE Approved 3 Total
    Nevada CLE Approved 3 Total
    New York CLE Approved 3.5 Total
    Ohio CLE Approved 3 Total
    Oklahoma CLE Approved 3.5 Total
    Oregon CLE Approved 3 Total
    Pennsylvania CLE Approved 3 Total
    South Carolina CLE Approved 3 Total
    Tennessee CLE Approved 3 Total
    Texas CLE Approved 3 Total
    Utah CLE Approved 3 Total
    Virginia CLE Approved 3 Total
    Vermont CLE Approved 3 Total
    Washington CLE Approved 3 Total
    Wisconsin CLE Approved 3.5 Total
    West Virginia CLE Approved 3.6 Total
    Wyoming CLE Approved 3 Total
    OnDemand
    3 Nebraska CLE
  • Estate Planning in Florida: From A to Z

    FL Specific

    Trusts, Estates & Probate

    4.76

    Estate Planning in Florida: From A to Z

    Credits Available
    Credit Status Total
    Florida CLE Approved 7 Total
    OnDemand

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