Kathy Burns CPA, PFS
Kathy Burns, CPA/PFS is Co-Founder of Hall & Burns Wealth Management and leads the tax planning and estate planning specialties of the firm. With over 20 years of in-depth tax and financial experience, Kathy provides broad-based financial planning advice to both individuals and businesses. Her deep understanding of income taxes has enabled her to create customized strategies for AMT mitigation, exercising employee stock options, and retirement plan distributions for clients of the firm. She currently holds the Series 7, 63 and 65 securities registrations through LPL Financial.
Before founding Hall & Burns Wealth Management, Kathy founded Kathy Burns, CPA, PA in 1998. In 2004, she merged with Lanny Bynum, CPA, PA forming BURNS & BYNUM, CPA, PA, which she managed for several years, experiencing significant growth and success. Earlier in her career she was the Director of Corporate Tax, Planning and Budgeting at Blue Cross Blue Shield of NC and Tax Manager at RSM McGladrey. Kathy is a graduate of East Carolina University and is very involved in various community activities. She currently serves as the Treasurer for the Cary Chamber of Commerce, Treasurer of the Morrisville Rotary Club, and is the Past Chair for the Cary Chamber of Commerce and Past President of the Morrisville Rotary. In 2011, she was the recipient of the Triangle Business Journal’s Women in Business Award and Business Leader Magazine’s Women Extraordinaire Award.
