Norfolk & Plymouth Estate and Business Planning Council


Year End Tax Planning Strategies

Thursday, November 1, 2018

7:30 AM - 10:00 AM  - Lombardo's, 6 Billings Street, Randolph, MA 02368

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This event is sponsored by:


Meet Our Speaker...

Laura K. Barooshian, CPA, MST, AEP, CAP


DICICCO, GULMAN & COMPANY LLP

About this presentation...

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Laura is a Partner in the Private Client Group. She has over 20 years of experience providing income, estate and gift tax planning, consulting services, and tax compliance. Her clients include high net worth individuals, trusts, private foundations, expatriates and closely held businesses.

Laura’s areas of expertise include tax planning and compliance for high net worth individuals, and international taxation for individuals. She collaborates with her clients’ other advisors, working as a team to ensure that the clients’ goals are met. She has experience advising clients on such issues as stock options and compensation planning, philanthropic planning alternatives, and foreign reporting related to hedge fund and trading investments. Laura advises individuals with international elements to their tax situation. She consults with clients about how to manage their global, income, and estate tax liabilities, which include expatriate taxation, foreign property, and international investments. She also has experience with international estate planning, and collaborates with estate attorneys in this area.

Laura is a Chartered Advisor in Philanthropy and an Accredited Estate Planner. She is a graduate of Bentley University with a Bachelor of Science in Accountancy and a Master of Science in Taxation from Northeastern University.


PROFESSIONAL AND CIVIC ACTIVITIES

  • Judge Baker Children’s Center – Board of Trustees
  • Boston Estate Planning Council – Past President, and past officer & board member
  • Boston Women’s Leadership Council
  • The Boston Foundation – Past member of each: Professional Advisor Committee and Professional Advisor Network
  • American Institute of Certified Public Accountants – Past Foreign National, Task Force, Chair
  • Massachusetts Society of Certified Public Accountants – Past member of International Taxation Committee




 

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