TravisWolff hires John D Karls from PwC as a private client tax partner
John D. Karls has joined TravisWolff as a partner in its individual tax and advisory group. He will provide personalized consulting for successful individuals, families and closely-held businesses.
Karls, a certified public accountant with over 17 years of experience, previously served as the tax director within PwC ‘s Personal Financial Services group, assisting family offices, successful individuals, executives and family businesses with their multi-generational business succession and wealth transfer needs. He also served on the firm’s national gift tax review board. “John’s entire career has focused on serving the needs of successful individuals and their families, helping them achieve dramatic tax savings while building strong relationships. He is a terrific addition to this core service area for our firm,” said Ken Travis, Chairman of the Board and Practice Group Leader – Individual Tax & Advisory.
Karls specializes in business succession and estate planning for clients, assisting with their income, trust, gift, and estate tax needs. Additionally, he provides tax compliance services for both investment partnerships and private foundations, and wealth transfer planning and stock option and retirement planning for individuals. He is a recognized expert in the industry and has presented at national and local seminars.