June 16, 2022 By: Lauren Owoc We hope you find this information beneficial for educating yourself. Additionally, please feel free to contact our team with any questions or topics you would like to see them discuss. For more information on our personal financial service team please click the image below. Author: Lauren Owoc, CPA Lauren Owoc is a Shareholder and head of the High Net Worth Consulting and Advisory Services group at KatzAbosch. Since joining the firm in 2015, she has built her practice around the complex tax needs of high-net-worth individuals, business owners, and their families–providing strategic guidance on tax and retirement planning, charitable giving strategies, and multi-entity structures for real estate partnerships and small business owners. With over 15 years of accounting experience, Lauren serves as a trusted resource for clients navigating significant wealth events and ongoing tax planning decisions. Also leading the Firm’s nonprofit tax practice, Lauren supports not-for-profit clients, including private and family foundations, with annual compliance and advisory services. Get in Touch: Related KatzAbosch Articles Your Net Worth In Focus - Tax Strategies for Gifting Your Net Worth In Focus - Vacation Rental Properties Your Net Worth In Focus - Tax Strategies for Gifting
