EXPERIENCE Laurie joined DGC in 2000 and is a Partner in the firm's Private Clients Group. Prior to working for DGC, she was a shareholder at a large regional CPA firm. Laurie has over 25 years of experience providing tax planning, consulting services and tax compliance for high net worth individuals, their families, and their businesses.
EXPERTISE Laurie works closely with high net worth individuals and their advisors to provide comprehensive income tax planning and compliance services. She considers the clients’ goals and objectives as she consults on tax issues affecting their families, trusts, private foundations, and other gift, estate and investment entities. Laurie has special expertise in dealing with U.S. expatriate compensation matters, tax reimbursement policy development, equity based compensation, and foreign tax credit planning. She is responsible for the management and coordination of major foreign national and expatriate accounts involving engagements in both the U.S. and overseas. In this capacity, Laurie works with tax advisors worldwide and coordinates global tax planning for her clients.
Laurie is the Practice Leader of the Private Clients Group. In this role, she oversees approximately 20 professionals and is responsible for the quality and the direction of the group. As a member of the firm’s Executive Committee, Laurie also helps steer the strategic direction of the firm.
EDUCATION Northeastern University - Bachelor of Science in Accountancy Bentley College - Master of Science in Taxation
PROFESSIONAL AND CIVIC ACTIVITIES Massachusetts Society of Certified Public Accountants American Institute of Certified Public Accountants Boston Estate Planning Council - Board member, Chair of Member Communications Committee Greater Boston Chamber of Commerce