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Karen Costa

Family Office Enterprise National Tax Leader at RSM US LLP

Karen Costa is a Partner at RSM, leading the Family Office Enterprise National Tax Practice with a focus on holistic solutions for clients' long-term strategic goals.

She has extensive experience guiding various types of family offices through all stages of their life cycle and addressing their top needs.

Karen is dedicated to working with next-generation family members, helping them navigate their unique circumstances.

She strongly believes in investing in the development of others and is passionate about client service and improving lives.

Karen holds a Master's degree in Taxation and a Bachelor's degree in Business Administration with a focus on Public Accounting from Colorado State University.

With a background in various tax roles at RSM US LLP, Margolis Phipps & Wright P.C., Continental Airlines, and PwC, Karen brings a wealth of experience and expertise to her current role.

Highlights

Aug 19 · linkedin

A must read if your #familyoffice investment portfolio includes commercial real estate. Here is the latest on real estate trends and the corresponding tax implications. https://rsm.buzz/3YRb4oe

Aug 12 · linkedin

As the Olympics come to a close, I am reflecting on the power of teamwork. Just like Team USA and the other Olympians, our RSM US LLP Family Office Enterprise team exemplifies collaboration, trust, and shared goals. Together, we tackle challenges and celebrate victories, proving that when we unite our strengths, we can achieve greatness. Let’s continue to support each other and strive for excellence! Flashback to June and our cohort’s dragon boat races as part of the RSM Tony Wood Family Office Institute.🥇✨ #Teamwork #Olympics #familyoffice

Karen Costa
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Location

Greater Houston