Emily Heidt Blumenfeld

CPA

MCM Partner

513.898.8835

Emily leads MCM’s Estate, Trust and Gift Tax Planning Group, a division of our Tax Department and has had extensive experience as an accountant in the private and public sectors, as well as managing teams and projects. As a Tax Manager, Emily is responsible for building relationships with clients, advising and providing value-added services to them and their businesses. Her areas of expertise are in individual, trust and estate, S corporations, and limited liability companies and partnerships. Emily is a leader within her community and her profession. She uses her skills and knowledge to teach internal and external courses in estate, gift, and trust taxation, as well as serving on committees for local organizations. She is an advocate for MCM and promoting the firm’s presence within the region as well as enhancing the firm with her technical expertise.

Education and Certifications
Professional and Community Associations
Education and Certifications
  • University of Cincinnati – Master of Science, Accounting
  • University of Cincinnati – Bachelor of Business Administration, Finance, Accounting, and Marketing
  • Certified Public Accountant (CPA)
Professional and Community Associations
  • American Institute of Certified Public Accountants
  • Ohio Society of Public Accountants
  • Member, Northern Kentucky Estate Planning Council
  • Member, Cincinnati Estate Planning Council
  • Finance Committee, Welcome House NKY

Disclosure

Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.