Elizabeth Leatherman, J.D., CPA

Professional Experience

Elizabeth’s practice focuses on tax planning and compliance strategies for closely-held businesses and their owners. Elizabeth has more than 20 years of experience advising business owners, high-net-worth individuals, and families in financial planning matters, including income, fiduciary, estate, and gift tax structuring, and reporting. Her practice industries include professional services (attorneys, engineers, veterinarians, and other consultants), retail, wholesale/distribution, restaurants, and equine. She is also experienced in consulting and fiduciary compliance services for corporate trustees and U.S. Bankruptcy Court trustees.

Speaking Engagements

• Presenter, UK Midwest-Midsouth Estate Planning Institute, 2023
• NBI Continuing Legal Education, “Tax Impact of Divorce,” 2016
• Presenter at Surgent McCoy/Edward Jones All Star Tax Series, 2012

Professional Activities

• American Institute of Certified Public Accountants
• Kentucky Society of Certified Public Accountants
• Kentucky Bar Association
• Bluegrass Estate Planning Council, Board Member

Certifications

• Certified Public Accountant

Community Involvement

• Leadership Lexington, Class of 2017-2018
• Central Kentucky Riding for Hope, Board Member

Education

• Bachelor of Science in Accounting, cum laude, departmental honors, University of Kentucky, Lexington, Kentucky
• Juris Doctor, University of Kentucky College of Law, Lexington, Kentucky
• CPA Associates International Leadership Development Program, 2011

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