Shanthi Krishnakumar

Shanthi Krishnakumar is a Senior Tax Manager within the firm’s Private Client Services practice. With more than 15 years of experience, she advises high-net-worth individuals, families, trusts, and closely held businesses on tax planning and compliance matters, helping clients navigate evolving tax obligations with clarity and confidence.

Shanthi leads individual, trust, and estate tax engagements, including multi-state filings, investment income reporting, and pass-through entity taxation. She provides year-round tax planning support, including estimated tax calculations, safe harbor analysis, capital gains planning, and Roth IRA conversion modeling. As a primary point of contact, she translates technical tax concepts into clear, actionable guidance while coordinating with external advisors to support cohesive planning strategies. Her background also includes extensive experience with K-1 reporting, qualified small business stock considerations, and internal technical training initiatives.

Prior to joining the firm, Shanthi was with a Big Four accounting firm, where she prepared and reviewed tax returns for high-net-worth individuals involved in sophisticated investment structures, including partnerships, private equity, hedge funds, and multi-state investments.