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Elizabeth Leatherman

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Elizabeth Leatherman, J.D., CPA

Tax Associate Director

  • Role

    Tax Associate Director

  • Service

    Tax, Wealth & Estate Planning

  • Industry

    Equine

Contact

  • Lexington, KY

  • Direct Line: 859.425.7769

Professional Experience

Elizabeth’s practice focuses on tax planning and compliance strategies for closely-held businesses and their owners. Elizabeth has more than 15 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.

Professional Activities

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

Community Involvement

  • Leadership Lexington, Class of 2017-2018
  • Maxwell Street Presbyterian Church, Treasurer, Budget and Stewardship Committee
  • Central Kentucky Riding for Hope, Board Member

Education

Bachelor of Science in Accounting, cum laude, departmental honors, 1998, University of Kentucky, Lexington, Kentucky
Juris Doctor, 2001, University of Kentucky College of Law, Lexington, Kentucky
CPA Associates International Leadership Development Program, 2011

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