kjk@nsbn.com
(310) 288-4240

NSBN Partners

Kurt Kilwein, CPA, CFP


Kurt Kilwein, CPA, CFP

"My job is to ensure that our clients are in compliance with State and Federal regulations, so that they can focus on their business objectives."

 

Kurt Kilwein, Partner at NSBN, consults on all aspects of tax planning and compliance, including corporate, fiduciary, individual, estate and gift, tax exempt  and partnership tax returns.   His clients include high net worth individuals, closely held businesses, real estate partnerships and exempt organizations.

Prior to joining NSBN, he worked with the Internal Revenue Service, a Big Four accounting firm and the Private Bank Division of Bank of America. 

Professional and Civic Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • Financial Planning Association
  • National Eagle Scout Association

Education:

  • BA, History, Montana State University
  • CPA license, California and Washington
  • Certified Financial Planner (CFP)
  • Real Estate Broker
  • Life Insurance Agent