Traci Kratish - BDO West Palm Beach

Traci Kratish

Managing Director, National Technical Director, Private Client Services

CPA, JD, LLM

BDO West Palm Beach Office

561-207-3239

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Executive Summary

Traci Kratish provides a unique, multidisciplinary approach to ensure clients achieve their family wealth, tax and personal financial planning goals. Traci’s clients include family offices, executives and closely-held business entrepreneurs.

Prior to joining BDO, Traci led the local Private Client Services practice of a Big Four accounting firm. While there, Traci assisted a large family office with updating an estate plan prior to a $1 billion sale of an investment asset in which the family held the majority share. Her past experience includes serving as general counsel to a family office where she was the lead advisor for a capital raising team which successfully secured more than $1 billion in funding. Traci previously practiced law in her own boutique law firm that focused on providing tax, trust, and estate planning services to high-net-worth individuals and closely-held family businesses.

Traci is a native Floridian and maintains ties to the community as an alumna of Leadership Boca 2014, Leadership Broward Class XXXI, and a life member of the Society of American Magicians.

Professional Affiliations

American Bar Association, Tax Section and Real Property, Trust and Estate Law Section
American Institute of Certified Public Accountants
Florida Bar, Tax Section, past member of the Tax Section Executive Council
Greater Boca Raton Estate Planning Council
Palm Beach County Wealth & Estate Planning Seminar, Steering Committee
University of Florida, Fisher School of Accounting Advisory Board
U.S. Tax Court, Admitted 2003

Education

LL.M., Tax, University of Florida
J.D., University of Florida
M.Acc., University of Florida
B.S., Accounting, University of Florida (honors)

Community Involvement

Jewish Federation of South Palm Beach County, Professional Advisors Committee and Business & Professional Cabinet
Levis Jewish Community Center, Jewish Legacy Advisors Team