Principals

Irene is a principal in KWC’s Family Wealth Services Group. She specializes in tax planning and compliance, for a wide range of clients, with a focus on high net worth individuals and their related fiduciary, gift, and estate matters. Irene works closely with investment advisors and attorneys to maximize client tax planning opportunities. Many of Irene’s clients have international tax exposure, and she works closely with their advisors and attorneys to meet their planning and compliance needs.

A graduate of Georgetown University, Irene has received numerous professional and personal awards and recognitions including: CPA Practice Advisor’s 40 Under 40, and the Leadership Center for Excellence’s 40 Under 40. She has served as a board member for the Northern Chapter of the Virginia Society of CPAs.

Outside of KWC, Irene is active in the rowing community. She is an adaptive rowing coach with Medstar National Rehabilitation Hospital and the United States Air Force Wounded Warrior Program. She has coached at the World Championship level and represented the United States as the head rowing coach at the Invictus Games for the past three Games. She volunteers as the treasurer for Alexandria Community Rowing and Baltimore Adapted Recreation and Sports.

Industries and Major Service Areas

High Net Worth Individuals
Estates & Trusts
Expatriates
Inpatriates
Foreign financial asset reporting

Professional & Civic Organizations

American Institute of Certified Public Accountants
Virginia Society of Certified Public Accountants
Northern Chapter of Virginia Society of Certified Public Accountants – Former Board Member
National Association of Enrolled Agents
Virginia Society of Enrolled Agents
Northern Virginia Estate Planning Council
Alexandria Community Rowing – Treasurer
Baltimore Adapted Recreation and Sports – Treasurer

Awards

Named as one of
CPA Practice Advisor’s 40 Under 40 for 2015

Leadership Center for Excellence’s 40 Under 40

Education

B.A. in History, Georgetown University