Cory S. Karr, MST, CPA, EA, CFP Tax Partner
Services:
Cory Karr is a Tax Partner at Grassi. He has over 14 years of experience providing tax services, focusing on high-net-worth individuals, trusts, partnerships and foundations. He also manages ultra-high-net-worth families, offering a comprehensive service approach that includes tax compliance and planning services, as well as generational gift and estate planning.
Before joining Grassi, Cory was a managing director in BDO’s private client tax practice. In this role, he led tax and consulting engagements for ultra-high-net-worth families, providing individual, trust, gift, foundation, partnership and S-Corp tax returns.
Cory is a licensed CPA in Pennsylvania, an Enrolled Agent (EA) and a Certified Financial Planner (CFP), demonstrating his knowledge of tax and financial planning services and commitment to service excellence for his clients.
Cory earned his master’s degree in taxation from Villanova University, with an estate planning certificate, and his bachelor’s degree in accounting with a minor in finance from West Chester University of Pennsylvania.