Caroline Linton, CPA, MST
Senior Manager
Caroline Linton provides tax planning and compliance support to closely held businesses and their owners. Focusing on a full range of construction and real estate organizations, she serves as a key resource for her clients’ tax planning and strategic decisions, helping business owners maximize the benefits they personally realize from their companies and investments. Caroline often works with her clients’ financial advisors and attorneys to draft and implement estate plans for tax efficient wealth transfer.
Certifications- Certified Public Accountant
- Master of Taxation
- American Institute of Certified Public Accountants (AICPA) - Member
- Illinois Society of Certified Public Accountants (ICPAS) - Member
- Chicago Real Estate Executive Women (CREW) - Treasurer
- Chicago Real Estate Executive Women (CREW) - Scholarship Committee Co-Chair
- Junior League of Chicago - Treasurer
- Women’s Connection Committee of the ICPAS - Member
- Real Estate Finance Forum of Chicago - Member
Services
Tax servicesAreas of Focus
- Individual and business tax planning and compliance
- Estate tax and business succession/wealth transfer planning and compliance
- Tax planning for real estate investors, including tax-deferred exchanges and cost segregation studies
- IRS, IDOR and CA FTB audit and appeals assistances
Education
University of Arizona- Bachelor of science degree in accounting
- Bachelor of science degree in finance
Golden Gate University
- Master of taxation degree
