Capehart Scatchard paralegal, Kay M. Sowa, spoke at a CLE sponsored by the Cincinnati Paralegal Association on February 3, 2022. Ms. Sowa’s remote presentation, entitled “2022 Tax Update,” focused on recent developments in individual and fiduciary income taxes. Additionally, she discussed the tax implications of the American Rescue Plan and the proposed Build Back Better Act.
In addition to her paralegal duties in tax, accounting and litigation matters relating to trusts, estates and individuals, Ms. Sowa is an IRS Enrolled Agent eligible to represent taxpayers before all administrative levels of the IRS. She is also a Certified Trust and Financial Advisor through the Institute of Certified Bankers and an Accredited Estate Planner® as designated by the National Association of Estate Planners & Councils.