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CONFIDENTIAL INFORMATION: Transmission of information via this website, over email or through any electronic means can be unstable, unreliable and not secure. You should not send confidential information via email addresses provided on this website as it may not be treated as secret, privileged or confidential. Emailing information through addresses provided on this website will not obligate DUGGAN BERTSCH, LLC to keep confidential any information you provide.
By clicking “OK” below, you are agreeing to the terms and conditions of this website
Kristy Putnam
Kristy Putnam, CPA, JD
Kristy’s practice is focused on tax and corporate law where she assists clients across all phases of corporate and transactional planning. She assists clients in navigating day to day legal matters and risk analysis/mitigation, including commercial contracts, operating agreements, employment, consulting and advisory agreements, and corporate and board governance matters. As a member of the tax team, she also advises clients on U.S. and international planning issues and pre- and post-transaction strategy.
Kristy previously practiced as a CPA, during which time she held senior leadership positions in the insurance services and technology spaces. In these roles, she has participated in and led multiple strategic buy-side M&A deals. She also has experience with software implementation and cross-border transactions.
Kristy has a Bachelor of Arts degree in Accounting from Carthage College, a Master of Accountancy from the University of Wisconsin-Madison, and a Juris Doctorate from Loyola University Chicago, graduating with a Certificate in Transactional Law.
Prior to joining DUGGAN BERTSCH, LLC, Kristy worked in various in-house accounting roles and in a consulting capacity at KPMG where she served clients in the financial services sector.