Lifetime Learning with Kathy Klang

Randy talks to Kathy Klang of Cummings, Keegan on Episode 53 of The Unique CPA. She helped grow the firm as its Managing Partner for nearly 15 years, and she now serves as Success Management Partner. In this role, she has developed a pathing system within the firm that helps new and existing employees alike get on the right career track. She discusses the process of developing this, the pitfalls, and the ethos necessary to make it work.

Important Links

Cummings Keegan

Prolaera

Upstream Academy

About the Guest

Kathy Klang serves as Success Management Partner at Cummings Keegan. She specializes in strategic planning, business valuations, and mid-market business accounting. Kathy can quickly sort through data, learn from previous scenarios and think strategically to recommend best practices suitable to each situation.

For years, Kathy has been setting trends and breaking barriers. Her entire career has been spent at Cummings, Keegan & Co. During that time, she became the first female Board Director for CPAmerica International, Inc. She was one of the first CPAs in MN to receive the ABV, Accreditation in Business Valuations. She led the Success Management Division for CK&Co., and became the firm’s Managing Partner.

Meet the Host

Randy Crabtree, CPA

randy.crabtree@tri-merit.com

Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumberg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.