Carrie Karn
Senior Manager
SPECIALIZES IN:
- Small businesses
- Non-profit organizations
- High-wealth individuals
- Estate and trust planning/administration
ABOUT CARRIE
After joining the firm as a staff accountant in 2004, Carrie Karn has worked her way up in the firm and is now a well experienced Senior Manager at Ryan & Wetmore. With over 15 years of experience in accounting, Carrie understands how to work with clients in a friendly and timely manner in order to best serve their various financial and business needs.
As a Senior Manager, Carrie supervises her team of accountants and works with small businesses, non-profit organizations, and high-wealth individuals, assisting with matters such as estate and trust planning/administration. Furthermore, Carrie helps clients by providing financial and tax advice, providing accurate and complete tax returns and financial statements, and conducting 401k audits.
Whether Carrie is collaborating with her team or supporting her clients, Carrie is always focused on aspiring for greatness and doing work that is of the utmost quality. The quote that currently inspires Carrie inside and outside of the (virtual) office is a quote from Mother Teresa and reads as follows:
“The good you do today will often be forgotten. Do good anyway.”
It is needless to say that Carrie is committed to achieving her best despite the task at hand, small or large. Working with Carrie, clients can rest assured knowing that Carrie will provide nothing short of satisfactory.
After many years of working at the firm, Carrie’s favorite aspects of Ryan and Wetmore are the friendly working environment and the flexibility in Ryan & Wetmore’s work-life structure. This flexibility allows Carrie to enjoy her time outside the office, where she often travels to different locations including the Grand Canyon, the Caribbean, and the beaches of the U.S.
EDUCATION
- B.S. Accounting – Grove City College
AFFILIATIONS
- American Institute of CPA’s
- Maryland Association of CPA’s
Blog Posts
DOL Pitches Auto-Portability Program to Preserve Retirement Savings
The U.S. Department of Labor (DOL) is advancing a proposal that would enable 401(k) plan sponsors to automatically transfer account balances up to $5,000 of former participants who have left the company. The amounts would be transferred to the 401(k) plan of an employee’s new employer. Assets transferred using this “auto portability” approach would make an […]
Retirement Plan Sponsors: Is Cyber Security Part of Your Fiduciary Duty?
We’ve all received suspicious-looking emails asking us to provide personal information to redeem a prize that we’ve won or alerting us that someone we know needs financial help. By now, most of us recognize these scams—and don’t open the email. But what if the message looked like it was coming from an official, known source? […]
Fees for 401(k) Services: What Plan Sponsors Need to Know
Political candidates who don’t know the cost of a gallon of gas or a movie ticket usually wind up paying that price with voters and losing on election day. Likewise, many plan sponsors are finding themselves on the losing side of lawsuits because they allowed their defined contribution plan to pay unreasonable service fees.