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Laurie Casper

SENIOR TAX MANAGER

Laurie began her career with Equitec Financial Group Inc. and later transitioned into public accounting. Her experience includes accounting, securities trading, complex tax planning, tax consulting, and annual tax return preparation for individuals, closely held companies, fiduciaries and corporations that includes multi-state tax compliance.

CLIENT BASE
Complex individuals, closely held businesses, and health and product related technology firms
SPECIALTIES
Partnerships, Limited Liability Companies, S-Corporations, Corporations, and Individual Taxpayers
BACKGROUND
Equitec Financial Group Inc. - Financial Services Company
Sequoia Equities – A Real Estate Investment Company
Malakoff & Associates – Investment and Tax Advisory Services
Armstrong, Lorenz, Gilmore & Whalen / Sweeney Kovar LLP – CPA Firms
EDUCATION
University of California, Berkeley, School of Business Administration, BS Accounting and Finance
ACCREDITATIONS
Certified Public Accountant
Series 7 - General Securities Representative & Series 66 - Uniform Combined State Law Licenses - Expired
PERSONAL
Laurie enjoys traveling, cooking, home projects, outdoor adventures and gathering with family and friends.

Laurie's Quote of the Day

Sing like no one is listening, love like you’ve never been hurt, dance like no one is watching, and live like it’s heaven on earth.

Mark Twain