Laura (Laurie) M. Wolfe
Senior Wealth Planner
Laurie joined Lassus Wherley in September, 1995 as a Senior Tax Advisor. She is responsible for tax preparation, research and tax compliance for business entities and tax preparation and compliance for individuals. Additionally, Laurie's responsibilities involve responding to IRS and state notices and audits, as well as reviewing and assisting clients with bookkeeping.
Prior to working at Lassus Wherley, Laurie was a Federal Tax Manager for Hanson Industries, a large conglomerate, from 1990 to 1994. There she managed tax planning and research related to mergers, acquisitions, stock and asset sales of subsidiaries and public offerings. She supervised and reviewed the preparation of the consolidated federal income tax return, encompassing over 200 active subsidiaries. She was also responsible for the preparation of partnership returns and extensive research of partnership law.
From 1986 to 1990 Laurie worked for Arthur Andersen & Co. in Roseland, New Jersey. She began work in the audit department in Stamford, Connecticut, were she got the audit experience necessary to become a Certified Public Accountant. She audited and prepared financial statements for manufacturing companies, partnerships, hotels, and other entities.
In 1987 she applied for and was offered a position as a tax accountant. Along with preparing corporate and individual tax returns, she received extensive training in tax research.
After only one year as a staff tax accountant Laurie received a promotion to Senior Tax Accountant, becoming the only person to hold this position with just one year of experience. In this position, Laurie supervised, reviewed and assisted staff personnel in the preparation of complex income tax returns for corporations, individuals, partnerships, estates, and trusts. One her most interesting projects was to coordinate the filing of 175 expatriate tax returns. She came to specialize in the preparation of federal and state income tax returns for expatriates and the research of US tax treaties and income tax laws required by this type of work.
- 2017 and 2018 Five Star Investment Professional
- Bachelor of Science, Fairfield University (1986)
- CERTIFIED FINANCIAL PLANNER™ Professional (2017)
- Certified Public Accountant (1988)
- American Institute of Certified Public Accountants
- New Jersey Society of Certified Public Accountants