Julie A. Kowalsky, EA
Contact
Senior Manager, Advisory and Tax Services
Location
Troy, MI
248.952.5000
Education
University of Michigan
BS
Fairfield University
Accounting classes
Senior Manager, Advisory and Tax Services
Location
Troy, MI
248.952.5000
Education
University of Michigan
BS
Fairfield University
Accounting classes
“With over 20 years of experience, I’m prepared to help our clients maintain financial health for generations to come. ”
Current Role
As a firm-wide resource for estate, trust and gift tax matters, Julie is highly skilled in this area. She provides accounting, compliance and planning services to estate, trust and individual clients and assists with the administration of estates or trusts.
Service Areas
- Estate, trust and gift taxation
- Fiduciary accounting
- Individual income taxation
Experience
Julie’s public accounting career began in 1994. She worked at a national accounting firm in Stamford, Connecticut for 10 years prior to joining Rehmann. She is experienced in offering strategies to minimize estate, gift, income and generation-skipping taxes using sophisticated planning techniques.
A Closer Look
- To continue her education and promote the education of others on estate planning matters, Julie is a member of The Financial and Estate Planning Council of Metropolitan Detroit, Inc.
- Julie completed the teacher certification program at the University of Michigan and uses that knowledge and passion to assist in the training and development of interns and staff across Rehmann.
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