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Karla D’Alleva Valas leads Fidelity Charitable’s adviser success strategy focused on CPAs who prioritize charitable planning as integral to their practice. Previously, she led the Complex Asset Group, a team of attorneys working with CPAs to facilitate charitable donations of appreciated private company stock and other nonpublic assets. She is admitted to the bar in New York and Massachusetts.

Ask the expert: Gift planning

Karla Valas leads fundraising for Fidelity Charitable, the nation’s largest grantmaker. Her team helps CPAs to prioritize sophisticated planning conversations that incorporate charitable strategies.

FROM THIS MONTH'S ISSUE

Accountancy in America: Meeting the moment for 250 years

As the United States celebrates its semiquincentennial, explore the history of the accountancy profession’s essential role in the U.S. economy.