As a partner in the tax department, Tim directs tax return preparation services and develops planning strategies for the firm’s Private Client Group. Tim works closely with business owners, executives and high net worth families on tax matters including equity compensation; real estate ownership; multi-generational tax planning and philanthropic planning.
Tim is also heavily involved in the firm’s trust and estate group, working with individuals and fiduciaries on year-end and longer-term gift, estate and trust planning issues.
As a manager in BlumShapiro’s tax Group, Lauren has over 15 years of experience in tax planning and compliance. She is a member of the firm’s Estate and Trust Group, where she provides training and education regarding trust and estate concepts. Lauren works closely with individuals, families and estate professionals on individual, fiduciary and gift tax issues, and represents tax clients before the Internal Revenue Service and State taxing authorities.
Lauren worked at CohnReznick LLP and WilmerHale LLP prior to joining BlumShapiro in 2017.