Washington National Tax | Family Wealth Group
Managing Director | Deloitte Tax LLP
150 Fayetteville Street Mall
In her role is Washington National Tax, Laura serves as technical subject matter specialist on national engagements, assisting ultra-high net worth families determine the most effective way to achieve their personal, wealth transfer, and charitable objectives. She has specific experience in pre-mortem estate tax reviews, audit readiness assessments, post-mortem planning, estate administration, and fiduciary income taxation. Laura also consults on individual income tax matters including the impact of tax reform, net operating losses, casualty losses, and passive activity losses.
In addition to her national role, Laura is also the southeast region leader for estate, gift, trust, and charitable matters and co-leads the national gift tax designated reviewer apprenticeship program.
Laura has a passion for teaching and has developed and facilitated estate, gift, trust, and individual income tax courses for all levels of Deloitte. She has authored numerous pieces for Deloitte, was a contributor to Bloomberg BNA Tax Management Portfolio “Estate, Gift, and Generation-Skipping Tax Returns and Audits”, No. 822, and is a regular contributor to AICPA’s The Tax Adviser. Laura is a member of the AICPA Estate Gift and Trust Tax Resource Panel and the Wake County Estate Planning Council.
She earned both her BS in business administration and her MAC from University of North Carolina, Chapel Hill.