Houston, TX (September 14, 2022) — Calvetti Ferguson LLC announced today that Kelly Waibel-Rangel, CPA, has joined the firm’s Houston office as a partner in the tax practice and will serve as the family office practice leader.
Kelly, who most recently was a senior manager in the private client and family office enterprise practice at RSM, will focus her practice on advising high-net-worth individuals, family groups, family offices, private trust companies, and closely-held business owners on tax, estate planning, and financial matters.
Jason Ferguson, the managing partner of Calvetti Ferguson, said, “Kelly is well known throughout Texas as a family office tax leader. We know she will be an excellent fit for our values-based culture and take great care of our clients.”
“Kelly brings over 13 years of experience to the firm of advising clients on the tax aspects of formation and restructuring family offices, partnerships, wealth transfer planning, family governance, and succession planning,” said tax partner in charge, Lori Lato. “Kelly’s skillset and exceptional leadership allow her to provide clients with unique insights into how they can effectively navigate a complex tax landscape.”
With 11 tax partners located in Texas metropolitan areas, Calvetti Ferguson’s tax practice focuses on providing clients with a full range of tax services including comprehensive tax planning, international tax consulting, federal and state tax credits and incentives, multi-state tax issues, and tax controversy matters. The firm helps businesses and individuals achieve their goals by working with the firm’s other service lines – audit, advisory, and accounting services – and connecting clients to service providers best suited to their unique situations and plans.