About Kara J. Talbott, MSIA, CPA/PFS, CFP®
As a Managing Director and Family Office Fellow at Oxford Financial Group, Ltd., Kara Talbott serves as a technical resource for clients and the partners who support them.
Prior to joining Oxford, she spent over eight years in the tax department of Ernst & Young, LLP. While there, Kara worked with clients on estate and financial planning issues, reviewed complex income and gift tax returns and developed presentations and internal materials related to a variety of estate and gifting strategies. This experience allowed her to develop the gift, estate and tax technical skills to provide high‐level planning support to Oxford’s client service teams.
Kara is focused on serving multigenerational families who have complex trust structures to ensure they are well educated and equipped to enhance their financial legacies. Kara is highly collaborative with clients and their internal and external advisory teams, providing a cornerstone of the
exceptional service clients experience at Oxford.
Prior to joining Oxford, Kara spent over eight years in the tax department of Ernst & Young, LLP. While there, she worked with clients on estate and financial planning issues, reviewed complex income and gift tax returns and developed presentations related to a variety of estate and gifting strategies. Kara’s experience at Ernst & Young bolstered her knowledge of the gift, estate and tax technical skills she uses to provide Oxford’s clients with high‐level planning support.
Kara graduated from Purdue University’s Krannert School of Management with a bachelor’s degree in accounting and finance. She went on to receive her master of science in industrial administration.
Kara and her husband live in south central Indiana and have two children in college. Kara enjoys time with her family and the tranquility of her home’s rural setting. She is involved in her community, supports various organizations including the local community foundation and is an Elder in her church.
Kara’s premier service and expertise allows clients to gain ever‐increasing confidence and trust in their wealth enhancement strategies as they continue to rely on Oxford to help navigate the complexities of their financial lives.
