Bethany Todzia, CPA, CFE

Bethany Todzia is an associate wealth advisor with Kraft Asset Management, LLC (KAM). She assists KAM wealth advisors with the management of client relationships and portfolios.

Bethany actively participates in the advanced planning process to address retirement, estate, and tax considerations. She utilizes this information for investment plan development, portfolio design, and the implementation and management of client portfolios.

Prior to joining KAM, Bethany was part of the KraftCPAs healthcare industry team, where she prepared a variety of tax returns and worked closely with the IRS on behalf of clients on a multitude of tax issues. She focused heavily on healthcare clients including physician, oral surgery, ophthalmology, dental, and behavioral and rehabilitation practices.

Bethany has more than 15 years of experience in public accounting.

Certifications

Financial Industry Regulatory Authority (FINRA) Series 65 License
Certified Public Accountant
Certified Fraud Examiner

Involvement

American Institute of Certified Public Accountants
Tennessee Society of Certified Public Accountants
Association of Certified Fraud Examiners
Middle Tennessee Association of Certified Fraud Examiners

Education

BS in Accounting, Central Connecticut State University
Minimum of 40 hours of continuing professional education annually