Kimberly Trujillo, CPA

Current Role

Kimberly is a trusted advisor to business owners and high net worth individuals, providing individual, estate and trust tax planning and consulting services.

She is focused on compliance related to estate, gift and trust services, in addition to partnering with her clients in the planning stages of their estate and keeping up to date on legislative changes that could impact those plans.

Service Areas

• Individual taxation and planning
• Trust taxation and planning
• Estate and gift taxes

Experience

Kimberly’s career began in 2012 with a Chicago-based accounting firm, providing a variety of individualized tax services to her clients. She joined Rehmann in 2023.

Previously, Kimberly has given internal presentations on estate, gift and trust matters related to the practice area or updates due to law changes. She has also presented on estate planning and written an article regarding trusts for The Tax Adviser.

A Closer Look

• Kimberly works daily to build a better team for her peers. As such, she participates in trainings on diversity and inclusion whenever possible.
• Kimberly is an active member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, and the Tampa Bay Estate Planning Council.
• Dedicated to her continuing education, Kimberly has also been a member of the AICPA Technical Resource Panel for Trust, Estate and Gift for two years.