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
Kurt Kilwein, Tax Partner, 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, Kurt worked with the Internal Revenue Service, a Big Four accounting firm and the Private Bank Division of Bank of America.
Professional & Civic Affiliations
Education & Certifications
Symphonic Securities, LLC is a member of FINRA/SIPC, 570 Lexington, New York, NY 10022. Investment products are not bank deposits or obligations of or guaranteed by City National Bank or any subsidiary or affiliate and are not insured by the FDIC. They involve risk, including the possible loss of principal.
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