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High net worth requires constant attention because wealth management is dynamic, unpredictable and complex. The stock market and tax and estate laws are always changing. Your circumstances are always changing – inheritance, retirement, marriage, divorce, birth, death. This constant change can put you at risk, so you need more than an accounting firm. You need a professional who will help you preserve your assets, grow your investments, and develop and manage a plan that will anticipate change.
At Stockman Kast Ryan + Co., we help high net worth individuals, families and family businesses achieve these objectives and meet their financial goals.
High net worth also means that you are involved with other advisors. We've built our reputation on developing comprehensive plans that include you and your legal, insurance and investment advisors. Our designated specialists are trained in high net worth planning, investments, insurance, retirement and estate planning and asset protection, as well as attend the American Institute for Certified Public Accountants Tax Strategies for High Income Individuals with nationally recognized instructors every year.
Services to High Net Worth individuals include:
- Insurance
- Tax return preparation
- Tax planning
- Real estate
- Asset protection
- Investments
- Retirement planning
- Estate planning
- Family limited partnerships
Meet Eric Ryan, CPA
Experience: Eric has been in public accounting since 1977 with significant experience serving a variety of real estate, manufacturing and small business clients. He also provides estate planning services to high net worth individuals.
Education: B.B.A., University of Notre Dame; Masters of Business Taxation, University of Southern California.
Professional and Civic Activities: Eric is a member of the American Institute of Certified Public Accountants, the Colorado Society of Certified Public Accountants and the Estate Planning Council of Colorado Springs. He currently serves as chairman of the Audit and Ethics Committee for the United States Anti-Doping Agency and as treasurer of the Foundation for Colorado Springs’ Future. He is also a past officer for the Pikes Peak Council of the Boy Scouts of America, the Economic Development Corporation of Colorado Springs, the Winter Night Club, the Notre Dame Club of Southern Colorado, the Housing and Building Association of Metropolitan Colorado Springs and the Better Business Bureau. He is also a past honorarium instructor of taxation at the University of Colorado at Colorado Springs.
"Our employees receive continuous training on the intricacies of high net worth individuals." – Eric Ryan
Meet Judy Kaltenbacher, CPA
Experience: Judy has been in public accounting since 1985, with significant experience serving real estate partnerships, S-Corporations, not-for-profit organizations and small business clients. She is experienced with providing tax planning for high net worth individuals.
Education: B.S., University of Colorado at Colorado Springs; Master of Taxation, University of Denver; Designation of Retirement Planning Specialist from the National Institute.
Professional and Civic Activities: Judy is a member of the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants. She currently serves as treasurer of the corporate board of Newborn Hope. She has also served on the finance committee of several boards, including S.E.T. of Colorado Springs and the Better Business Bureau.
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