Kathryn Okimoto

Principal, Clark Nuber PS

Kathryn has over 12 years of experience providing service to both private foundations and public charities. She assists organizations with federal income tax compliance, and tax consulting around unrelated business income, fundraising, alternative investments, foreign reporting, IRS audit readiness, restructuring, payout modeling and grant file completeness.


The session is a practical demonstration of taking spending and earnings projections and using modeling techniques to make decisions. How will changes in the market impact the foundation's payout More