CURTIS TRADER, CPA, CFP
PHONE: (801) 335 - 0353
Curtis worked for 11 years for the international accounting firm of KPMG in Salt Lake City, UT before leaving to go into private practice in 2006. At KPMG, Curtis was a senior manager and led their Personal Financial Planning (PFP) practice and was the Pacific Northwest's area Generation Skipping Transfer Tax Specialist.
Curtis joined Dave Roberts in 2009 to form the firm Trader Roberts & Associates. He has served many years on various tax review sub-committees for the State of Utah and was nominated by Utah's governor to chair on Utah's Tax Review Commission. Curtis is a past president of the Salt Lake Estate Planning Council.
Curtis routinely serves large nationally recognized companies and family held businesses, and is recognized as an industry leader in trust and individual taxation.
Curtis is a graduate with a Masters of Accounting in Taxation of Brigham Young University.