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Kathy Jaeger, CPA, MBA

Tax Associate Director

  • Role

    Tax Associate Director

  • Service

    Tax

  • Industry

    Construction, Energy & Natural Resources, Equine, Healthcare, Higher Education, Manufacturing & Distribution, Nonprofit & Government, Real Estate

Contact

  • Lexington, KY

  • Direct Line: 859.425.7620

Professional Experience

In addition to her work with tax clients, Kathy has more than 22 years of experience with employee benefit plan clients, including plan consulting, plan record keeping, and benefit plan audits. Kathy is the technical advisor for all of the firm’s employee benefit plan audits and works closely with both the audit team and the client.

Kathy is member of Dean Dorton’s tax services group and provides a variety of tax and business consulting services to individuals and privately-held businesses.

Professional Activities

  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants

Community Involvement

United Way of the Bluegrass, Finance Committee, Audit Committee, Past Treasurer, Past Board Member

Education

Master of Business Administration, 1995, University of Kentucky, Lexington, Kentucky
Bachelor of Arts in Accounting, 1988, Bellarmine University, Louisville, Kentucky

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