Laura is the Partner-in-Charge of Klatzkin’s Newtown office and focuses on providing accounting and tax solutions to companies in the real estate, professional services, and manufacturing industries. She also works with business owners and high net worth individuals optimizing their estate tax planning strategy. While clients look to her for compliance and planning, it’s the actionable insights she offers that come from her decades of experience. It’s her keen ability to visualize all the financial components and guide companies through their challenges to success.
While Laura enjoys tax and accounting, her passion is in estate administration. She loves working with clients to define long-range wealth retention goals and create a plan which allows them to transfer wealth to family members or worthy causes. To navigate this complex area, she has earned two specialized credentials which enable her to build strategies and offer insights that others are unable to deliver. Laura enjoys the opportunity to put the puzzle pieces together and provide a comprehensive and empowering plan.
Laura earned a Bachelor of Science in Accounting from the College of New Jersey. She is licensed in Pennsylvania and New Jersey as a Certified Public Accountant (CPA). She is also an Accredited Estate Planner® (AEP®), and a Certified Specialist in Estate Planning® (CSEP®). Laura is a member of the Bucks County and Mercer County Estate Planning Councils. She is also actively involved with several local community and charitable organizations.
- Author, "10 Advantages of Using a CPA in Estate Administration" LinkedIn Pulse - May 23, 2017
- MEDIA MENTIONS
- Quoted, "Ahead of the Curve: Klatzkin & Company Expands Pennsylvania Accounting Office in Bucks" Langhorne Times - August 2, 2018
- Quoted, "Klatzkin & Company LLP Expands to Newtown" Newtown Patch - July 23, 2018