Julie A. Welch (Runtz), CPA, PFS, CFP®, AEP (Distinguished)

Director of Taxation, Meara Welch Browne

Julie A. Welch (Runtz), CPA, PFS, CFP®, AEP (Distinguished), is a shareholder and Director of Taxation with Meara Welch Browne, P.C. in the Kansas City area who served on the faculty of the AICPA National Tax Education Program for 24 years, served on the AICPA’s planning committee for the “Tax Planning Strategies for the High-Income Individual” conference where she was also a speaker, served as a frequent panelist for the All-Star Tax Series broadcast by Edward Jones, and serves as a frequent panelist for the Surgent Weekly Expert Hour. She served on the AICPA’s Personal Financial Planning Executive Committee and currently serves on the Kansas City Estate Planning Symposium Committee. She speaks nationally on tax-saving topics and, in addition to co-authoring 101 Tax Saving Ideas, writes for several financial planning and business publications. She was named to the Forbes “America’s Top 200 CPAs” in 2024 and was awarded the 2015 AICPA Sid Kess Award for Excellence in Continuing Education.