Karen Kaszak, CPA is a Senior Director in Sorren’s Tax practice with more than 25 years of public accounting experience specializing in the alternative investment industry. She advises hedge funds, private equity funds, venture capital funds, investment partnerships, and their management companies on complex tax planning, compliance, and reporting matters. Karen works closely with fund managers and investment professionals to help them navigate evolving tax regulations while supporting efficient operations and long-term growth. She is known for her technical expertise, responsiveness, and ability to simplify highly complex tax issues.
Karen’s experience includes partnership taxation, fund structuring, investor reporting, and consulting on sophisticated tax matters affecting investment organizations and their stakeholders. She is passionate about developing strong client relationships built on trust, proactive communication, and practical advice that extends beyond annual compliance. By combining deep technical knowledge with a collaborative approach, Karen helps clients confidently address regulatory changes and position their organizations for continued success in a rapidly evolving investment environment.
Outside of work, Karen enjoys spending time with family, traveling, and remaining engaged in professional development as the alternative investment industry continues to evolve.
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