Laurie is the New England Co-Managing Partner and a Partner in the Private Client Group. Laurie has over 30 years of experience providing tax planning, consulting services and tax compliance for high net worth individuals and their families, with a specialized focus on international tax issues. She works closely with clients’ advisors to provide comprehensive income tax planning and compliance services.
Laurie specializes in international tax and expatriate taxation. She provides specialized services to U.S. nationals working abroad and foreign nationals working in the U.S., as well as individuals who have international interests. She assists employers with sophisticated tax issues related to compensation and tax planning for international assignments. Laurie works with tax advisors worldwide and coordinates global tax planning for her clients.
Laurie 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 frequently speaks about international tax issues. She is a graduate of Northeastern University with a Bachelor of Science in Accountancy and has a Master of Science in Taxation from Bentley University.
Massachusetts Society of Certified Public Accountants – Past Board Member
Accounting Today's 2019 Managing Partner Elite list
Boston Foundation – Professional Advisors Committee
Boston Estate Planning Council – Member, past Board Member
Bentley University – Accounting Advisory Board
Society of Trust and Estate Practitioners
American Institute of Certified Public Accountants