Allison Kaiser, Cpa
About Allison Kaiser, Cpa
Allison Kaiser is a Tax Manager at Creative Planning, specializing in tax planning and business succession planning. She holds a Bachelor's degree and a Master of Accountancy from Kansas State University and has over three years of experience in tax management.
Work at Creative Planning
Allison Kaiser serves as a Tax Manager at Creative Planning, a position she has held since 2021. In this role, she provides tax management services within the Kansas City Metropolitan Area. Prior to her current role, she worked as a Senior Tax Associate at Creative Planning from 2019 to 2021. Her responsibilities include tax planning and business succession planning, contributing to the firm's overall mission of delivering comprehensive financial services.
Education and Expertise
Allison Kaiser earned her Bachelor's degree in Accounting from Kansas State University, where she studied from 2013 to 2017. She furthered her education by obtaining a Master of Accountancy (MAcc) from the same institution, completing her studies from 2017 to 2018. Her academic background provides a strong foundation for her expertise in tax planning and business succession planning.
Background
Allison Kaiser is based in Overland Park, Kansas, and works in the Kansas City Metropolitan Area. Her career in tax management began after completing her education at Kansas State University. She has gained valuable experience in the field, particularly during her tenure at Creative Planning, where she has been involved in managing tax-related services for a diverse client base.
Achievements
Allison Kaiser is part of a team at Creative Planning that manages $90 billion in assets for clients across all 50 states. This role underscores her involvement in high-stakes financial management and her contribution to the firm's extensive service offerings in tax management and planning.