Karen Rogers Sim is a Cross-border Tax Manager at Cardinal Point where she focuses on working with individuals and owner-managed businesses. Prior to joining Cardinal Point, Karen worked for the cross-border tax team at KeatsConnelly & Associates in Phoenix, Arizona. Other past notable roles included Karen working for an international accounting firm in Regina, where she was the lead on specialty taxes for the oil and gas industry.
Having lived and worked in three Canadian provinces and two U.S. states, as well as owning and operating businesses in both countries, Karen appreciates the personal and corporate tax complexities and challenges that are specific to the different jurisdictions. As a self-proclaimed tax nerd, her passion is to keep clients in compliance, provide tax planning opportunities and help them avoid unhappy tax surprises. Other passions include playing music and making wine with her husband, and spending time with their children and adorable grandchildren.
Karen is a Chartered Professional Account (Alberta), having earned her original designation as a Certified General Accountant. Residing in the United States since 2001, she passed her CPA exams and is an Enrolled Agent (enrolled to represent taxpayers before the IRS).