Losing a loved one is one of the hardest experiences in life, and Laurie wants to be there for the surviving spouse or family members.
Overseeing trust and estate administration at LSL CPAs, Laurie has a soft touch when translating complex tax considerations into simple steps for her clients. She has worked in every aspect of public accounting as well as several years in private industry before rejoining Vilmure, Peeler & Boucher, which merged with LSL in 2013. Currently, her work includes court accountings and all related estate tax returns. As part of the firm’s tax and small business section, Laurie has assisted clients involved with the Offshore Voluntary Disclosure Program and has successfully represented clients in federal, state and county tax disputes.
As a senior manager, Laurie assists leadership at LSL with firm administration and planning. She is also actively involved in the firm’s “Doing What Counts!” program, which engages team members in a variety of charity and philanthropic activities throughout the year — from 5K fundraisers to donating blood.
Great Clients for Laurie… need an empathetic advisor for challenging trust and estate issues.
LSL candidate tip… Enjoy everything you do.
Personal… Proud mom to two Eagle Scouts, a gardener and explorer.
Professional and Civic Involvement:
Firm member, PrimeGlobal
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)
Member, National Honor Society Beta Gamma Sigma
Education:
B.A. degree in Business Administration with Accounting emphasis, California State University, Fullerton