Local founder launches business focused on holistic tax planning

WASHINGTON - Feb. 28, 2022 - PRLog -- Today, Founder and Principal Kisha N. Ward opened K. Ward & Co., a boutique tax planning and compliance practice aimed at serving clients in a holistic manner. K.Ward & Co. provides comprehensive income, estate and gift tax compliance and planning services with a special interest in wealth transfer. With a holistic approach, clients will uncover their "why" to better understand and meet their financial goals.

"The mission of K. Ward & Co. is to help our clients grow, protect, enjoy and distribute their wealth in a tax efficient manner through proper planning. We work with affluent families and individuals, entrepreneurs, executives, founders, investors, professional athletes and other professionals on their path to creating, maintaining, and preserving generational wealth. Whether our clients are planning for retirement, building a legacy, or transitioning from working to financial freedom, we make sure that the individual parts of their financial life are considered, while equally ensuring that they work together," stated Ward.

With more than 20 years of experience, Kisha Ward is a Certified Public Accountant with the Personal Financial Specialist designation from the American Institute of Certified Public Accountants, CERTIFIED FINANCIAL PLANNER™ and a Certified Holistic Life, Career & Executive Coach. Kisha began her career in corporate financial reporting for publishing, advertising and real estate at The Kiplinger Washington Editors, Inc. She was the Director of Finance for a single-family office, responsible for all tax and financial planning matters for a multi-generational family. Kisha has also spent about 15 years working in private client services, focusing on compliance and planning for ultra-high net worth clients in her role as Tax Senior Manager at Ernst & Young, LP and BDO through acquisition of Argy, Wiltse & Robinson, P.C.

Kisha is a member of the Washington DC Estate Planning Council and was named a top Washington, DC area tax advisor in the January 2021 and 2022 editions of the Washingtonian magazine. Kisha also serves on the board and is Audit Committee Chair for Bright Beginnings, Inc, a nonprofit that takes a two-generation approach to promote the long-term development and success of children and families experiencing homelessness and housing instability in Washington, DC.

A native Washingtonian, Kisha is a graduate of Frank W. Ballou senior high school. She earned her BS in Accounting from Bennett College, Executive Certificate in Financial Planning from Georgetown University, Accredited Estate Planning designation coursework from The American College and completed training hours at Goal Imagery® Institute, International School of Coaching Mastery™. She is also a certified yoga instructor and singer. Kisha is most proud of being the mother to a wonderful and energetic son and equally energetic pup.