Kimberly A. Dula

Kimberly A. Dula

CPA, Partner

2000 Market Street
Suite 500
Philadelphia, PA 19103
p 267.886.1777
f  215.496.9604

Kim Dula is a partner at Friedman LLP with over 25 years of experience. She provides tax planning and compliance services to Friedman's high net worth individual clients and their closely-held businesses and private foundations. Kim also provides her clients with consulting and compliance services required to fulfill their estate, gift and fiduciary needs.



Expertise

Kim is the author of various external tax articles and has been a speaker for a variety of community and industry organizations.

Her expertise includes:

  • Income tax planning and preparation for individuals and their closely held businesses
  • Fiduciary and gift tax compliance
  • Assistance with notices and audits from federal and state taxing authorities
  • Planning and compliance for private foundations
Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants
  • Philadelphia Estate Planning Council
  • Estate and Financial Planning Council of South Jersey (appointed Treasurer as of June, 2016)
  • Cradles to Crayons Development Committee
  • Samaritan Healthcare and Hospice Planned Giving Committee
  • Rock School for Dance Education, Former Board of Trustees Member
Awards
  • Smart CPA Award Winner, Philadelphia SmartCEO Magazine (September 2011)

Outside the Office

Kim is originally from the Wilkes-Barre area of Pennsylvania, but currently resides in Ambler, Pennsylvania with her husband, Joe, and two daughters, Cassandra and Emily.