Experience:

Before joining Stockman Kast Ryan + Company, Rebecca began her career in public accounting in 1990 with Deloitte and Touche. During the years from 1993 – 2005, Rebecca served many businesses in Accounting and Business Management in telecommunication, construction and healthcare. She earned her CPA license in 1995, her LL.M in Taxation in 2010 and her JD in 2009. She practiced law for 12 years specializing in tax, business and estate planning as well as probate and trust administration.

Professional + Community Involvement:

Rebecca is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (COCPA) and serves as a board member for the Estate Planning Council of Colorado Springs.

Hobbies + Interests:

Enjoying the beauty of Colorado with my family and friends.

Experience:

Eric began his career in public accounting in 2012 before joining Stockman Kast Ryan + Company. He earned his CPA license in 2015 and specializes in estate, gift and trust taxation. Eric has received his CTFA designation.

Professional + Community Involvement:

Eric is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA). He is an honors graduate of the Cannon Financial Institute Trust School.

Hobbies + Interests:

Eric enjoys snowboarding in Colorado’s beautiful mountains, concerts, biking, hiking, + movies.

Experience

Eric has been in public accounting since 1977 with significant
experience serving a variety of real estate, manufacturing and small business clients. He also provides estate planning services to high net worth individuals and maintains his designation as a Personal Financial Specialist (PFS℠) through the AICPA.

Professional + Community Involvement

Eric is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (COCPA), the Estate Planning Council of Colorado Springs, the University of Colorado Colorado Springs Ambassadors and the University’s Reach Your Peak Scholarship Advisory Board. He is the chairman of the Foundation for Colorado Springs’ Future and formerly served as chairman of the Audit and Ethics Committee for the United States Anti-Doping Agency.

Hobbies + Interests

Eric enjoys golfing and skiing.

 

Experience

Ann has been in public accounting since 1986. Her specialties include estate planning, estate and gift tax and the taxation of trusts.

Professional + Community Involvement

Ann is member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA). Ann is certified as an Accredited Estate Planner® (AEP®), a designee by the National Association of Estate Planners & Councils (NAEPC). She is a member of the Probate Section of the El Paso County Bar Association, a member and past President of the Estate Planning Council of Colorado Springs and serves on the Pikes Peak Community Foundation Practice Advisors Council.

Hobbies + Interests

Ann enjoys reading, gardening and travel.

Experience

Julianna started her full time career  in Charlotte, NC where she was part of the Global Employer Services (GES) tax team. She specialized in expatriate and inpatriate taxation where she assisted clients with United States tax compliance and help with their employees to understand the tax implications that come with traveling outbound and inbound of the United States. Additionally, she provided support and consultation to clients regarding their global mobility programs and interface with international assignees. Julianna’s roll also comprised of preparing and reviewing 1040 individual income tax returns for the employees of clients, preparing payroll calculations including, but not limited to, year end adjustments, hypothetical tax calculations, and gross-up calculations.

Professional + Community Involvement

Julianna is part of the American Institute of Certified Public Accountants (AICPA) and Colorado Society of Certified Public Accountants (COCPA).

Hobbies + Interest

Julianna enjoys running, hiking, camping, the outdoors and hanging out with her husband + dog.

Experience

Matt has been in public accounting since 2005. He has served a wide range of individual and business clients and has extensive experience in the real estate, construction, natural resources, franchising, manufacturing + distribution, retail, professional services, and technology industries. Matt has assisted numerous clients with entity structuring, complex partnership allocations, section 704(b)/waterfall liquidation/targeted capital analysis, mergers and acquisitions, and section 1031 exchanges.

 

Professional + Community Involvement

Matt is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA).

 

Hobbies + Interests

Matt enjoys skiing/snowboarding, camping, hiking, and visiting national parks with his family.