Kathryn Okimoto

CPA | Principal

About

Kathryn moved to Seattle from Hawaii in 2004 to pursue new opportunities (and expand her shopping options).

She has wowed Clark Nuber clients ever since with her attention to detail and passion for helping clients achieve their goals. Kathryn is a principal in Clark Nuber’s Tax Services Group. She has worked with partnerships, corporations, exempt organizations, trusts and estates, and high net worth individuals, and shares her expertise through training seminars and the development of Clark Nuber publications.

Practice Emphasis

  • Tax compliance and consulting for public charities including hospitals, museums, and social service agencies
  • Tax compliance and consulting for private foundations
  • Understanding and planning for unrelated business income taxes
  • IRS correspondence, including penalty abatement requests and IRS audits

Proven Results

  • Facilitated the process of obtaining recognition of exempt status from the Internal Revenue Service for new organizations.
  • Consulted with the private foundation finance team on various payout requirements to both optimize endowment growth and meet the foundation’s tax compliance obligations.
  • Assisted organizations with evaluating their activities for unrelated business income tax issues.
  • Represented clients before the IRS in examinations and penalty abatement requests.
  • Assisted in the development and maintenance of Clark Nuber’s Form 990 Organizer, a tool used by organizations to gather the necessary information needed to successfully complete the Form 990.
  • Contributing Author/Editor, Form 990 Compliance Guide by Clark Nuber, an online treatise through IntelliConnect and published by CCH.
  • Contributing Author/Editor, Form 990F Private Foundation Handbook and Compliance Guide by Clark Nuber, a treatise published by CCH.
  • Instructor for various in-house training classes and Clark Nuber’s Not-for-Profit Basic Training seminar.

Education

  • University of Washington, Master of Professional Accounting in Taxation
  • Chaminade University of Honolulu, B.B.A in Accounting

Activities

  • American Institute of Certified Public Accountants
  • Washington Society of Certified Public Accountants
  • Licensed CPA in Washington and Hawaii
  • Seattle Choral Company, past board member and past Treasurer
  • Asian Counseling & Referral Service, board member

My Life by the Numbers

2

Maltese named Bailey and Toby

8

Years working for a not-for-profit, sending physicians all over the world

100

Precious Moments figurines

1001

Paper cranes folded for her wedding

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