Lindsey Gerlock

Lindsey Gerlock has over 15 years of experience providing tax compliance and consulting services to high net worth individuals, their families and closely-held businesses.

Lindsey has a broad base of experience and specializes in the following areas:

• Tax planning and income tax compliance for individuals and multi-generational family groups
• Estate and wealth transfer planning and compliance services
• Tax compliance, consulting, and accounting services for family investment or business partnerships and S corporations
• Equity compensation planning for corporate executives
• Consulting for sales and tax-deferred exchanges of large real estate properties
• Compliance and consulting matters for international and domestic real estate fund managers

Prior to beginning her career at Andersen in the fall of 2008, Lindsey worked at a local accounting firm in Tallahassee, Florida (Thomas Howell Ferguson, P.A.) where she assisted with pension plan administration and individual and business income tax compliance services.