Laura Berard

Laura Berard has over 20 years of experience providing tax planning and compliance services to wealthy families and their closely-held businesses, trusts, and private foundations to create and execute tailored solutions to achieve their objectives.

She focuses on income, estate and gift tax, wealth transfer and business succession planning, and charitable giving structuring and strategies. She also has experience working with entrepreneurs, corporate executives, and private equity principals.

Prior to Andersen, Laura worked in the Private Client Services group at Deloitte, where she spent two years in the firm’s National Tax Office in the Estate, Gift, Trust and Charitable group.

She has contributed to several articles and publications including:

BNA Tax Management Portfolio, Estate Tax Credits and Computations, No. 844-3rd

Strategic Wealth Planning in a Higher Interest Rate, Uncertain Market, Andersen, Q4.4 2023

An Underutilized Senior Discount: Net, Net Gifting, Andersen, Q1 2020

Essential Tax and Wealth Planning Guide, 2009 – 2012

Distressed S Corporations: Tax Issues Involved in Restructuring, The Tax Adviser, April 2009

Federal Tax Treatment of “Ponzi Scheme” Theft Losses, Tax Management Estates, Gifts and Trusts Journal, May 2009