Kate Murphy brings more than 40 years of experience in fiduciary, trust, and individual taxation to her role at LGA. Joining the firm in 2025 through the merger with Ziner & Murphy, PC, Kathleen continues to provide specialized tax services for financial institutions, investment managers, and high-net-worth individuals.
Her work focuses on fiduciary and trust taxation, including compliance and reporting for investment management, estate, and IRA accounts. Kate also provides individual, estate, and gift tax planning services, building long-term client relationships grounded in responsiveness and precision.
Earlier in her career, Kate held Wealth Management Tax Manager roles at Hemenway & Barnes, Choate Hall & Stewart, and JM Forbes, where she developed deep experience serving complex fiduciary entities and multi-generational families.
Why work with Kate?
Kate takes a thoughtful, detail-oriented approach to every engagement. She works closely with fiduciaries, financial institutions, and individual clients to ensure clarity, accuracy, and peace of mind throughout the tax process. Her professionalism and steady guidance make her a trusted resource for clients with sophisticated financial and estate needs.
Education:
- Quincy Junior College
Personal:
Kathleen enjoys collaborating with colleagues and clients and is known for her approachable and supportive style.
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