Laura is a Managing Director at CBIZ Marks Paneth, who specializes in complex tax issues for high-net-worth individuals and their families. She helps her clients manage, preserve and transfer their wealth through strategic income tax planning and compliance, trusts and estate planning, business management solutions and financial planning.
Laura also provides guidance on matters related to gift tax, multi-state taxation and foreign transaction reporting. As a Family Office specialist, she oversees engagements that provide a wide range of administrative, management and concierge services to family offices and their related entities. Laura also has extensive experience serving successful executives, handling their deferred compensation and income tax planning.
Laura's diverse experience includes working with high-profile clients, family business owners, private foundations and members of the legal and financial services industries. She abides by a holistic approach of working with the client's attorneys and investment advisors to better serve her clients.
In 2018, Laura was named to the inaugural list of Notable Women in Accounting & Consulting by Crain's New York Business.