Arleen is a Manager at Klatzkin, focused on serving the tax and estate administration needs of clients’ in a variety of industries. From manufacturing and construction to agribusiness, real estate, and retail, she has a broad depth of tax planning, and compliance experience. Beyond businesses, Arleen also works with high net worth individuals, trusts and estates and private foundations. In other words, she is well seasoned and has a tacit understanding of the multiple tax issues, pressures, and liabilities faced by clients.
Communication and education are the central pillars of Arleen’s service approach. She understands that taxpayers need more than a comprehensive plan to reduce taxes, but also information on the strategy and how the various pieces converge for maximum benefit. It’s through this process that many have come to regard her as a critical business resource and trusted tax advisor.
Arleen earned a Bachelor of Science in Accounting from Slippery Rock University, graduating magna cum laude. She is licensed as a Certified Public Accountant (CPA) in New Jersey and Pennsylvania. Arleen is a member of the American Institute of Certified Public Accountants (AICPA) and the Bucks County Estate Planning Council.