Laurie is a member of the Tax Group and of the New England High-Net-Worth Individuals and Family Groups Tax Practice. She joined CBIZ & MHM in 1990.
Laurie provides 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.