Laurie joined the organization in 1990 and is based in our Boston, MA office.
She specializes in providing tax consulting, preparation, and review services exclusively to high net worth individuals and family groups. She assists clients with year-end tax planning, estate planning, and representation to taxing authorities.
Laurie has assisted many family offices in setting up their system of reports and controls, tax planning and strategies, and tax return filings.
BEYOND THE NUMBERS
Traveling, spending time with my nephews
My favorite weekend activity:
Trying out new restaurants