Laura N. Mossman contact information
Mrs. Mossman is a member of our Estate Planning group. As a CPA, CVA and Certified Financial Planner, Laura assists our attorneys with a variety of special projects including business structure and succession planning, estate, gift, and income tax planning, and acts as a liaison between our attorneys and our clients’ CPAs. She is also actively involved with our estate administration and fiduciary services department including ensuring proper reporting to trustees and third parties, consult with our attorney-trustees on a regular basis, and coordinate with our clients’ CPAs to ensure proper tax compliance. Laura works closely with our clients’ CPAs to help us bridge the gap from planning by the attorneys to implementation by the CPA.
After spending 9 years in public accounting and leading the WealthPlan team of BKD, LLP, Laura also provides compliance services for clients who desire a “one-stop shop” for professional services. Laura has managed numerous clients from individuals including doctors, attorneys, business owners and executives; large family groups, including the related investment partnerships, trusts, and individuals; to businesses including restaurant franchises, rental real estate, and construction.