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Rachel Kenney Rego, CPA

Associate Director of Tax Services

Rachel Rego provides taxation of estates, trusts and gifts to individuals. She is experienced in federal and state compliance, estate tax planning and individual tax planning.

She has experience consulting with personal representatives, trustees, beneficiaries and professional service providers regarding tax, administrative and probate issues.

Areas of Focus

  • Federal and state compliance
  • Estate and income tax planning
  • Trust compliance

Education

  • Florida Atlantic University – Master of Science in Accounting
  • Florida Atlantic University – Bachelor of Science in Accounting

Industries Served

  • Entrepreneurs and business owners
  • High-net-worth individuals and families

Languages

  • English

Community Involvement

  • Take Stock in Children Palm Beach County - Board of Directors and Executive Committee, Secretary

Affiliations