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MNCPA Tax Conference

Kyle Wesely, CPA

Kyle Wesely

Wesely & Wesely
Minnetonka, MN

Kyle Wesely, CPA, managing shareholder at Wesely & Wesely CPAs Ltd., specializes in charitable remainder trusts (CRTs) and charitable tax planning. He and his business partner have built a niche tax practice focused on helping clients achieve philanthropic goals through effective charitable planning for more than 30 years. Since joining the industry in 2014 and the firm in 2017, Kyle has dedicated his work to expanding awareness and understanding of CRTs. He also serves as treasurer of the Minnesota Gift Planning Association and teaches the tax module for the Certified Specialist in Planned Giving (CSPG) professional designation.

Conference session(s)

Session K1: Tuesday, 2:35 p.m. - 3:50 p.m.
K1. Charitable Remainder Trusts in Practice: Advanced Strategies & Identifying Candidates

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