Trusts and Estates
Laura E. LaForgia, CPA, is a Partner at Marks Paneth LLP. She specializes in tax issues related to high-net-worth individuals and family groups as well as estates, trusts and private foundations. She provides guidance on matters relating to income tax, estate and gift tax, foreign transaction reporting, multi-state taxation and financial planning. She has extensive experience working with successful executives in the legal and financial services industries.
Ms. LaForgia's diverse background includes positions at Paneth, Haber & Zimmerman LLP, a predecessor firm of today's firm. Prior to rejoining Marks Paneth & Shron, she worked at a boutique accounting firm, where her many duties included co-administering the tax department, managing a high-net-worth practice and recruitment.
Ms. LaForgia holds a Master of Science in Taxation from Long Island University and received that institution's Faculty Award for Academic Excellence. She earned a Bachelor of Business Administration in Accounting from Adelphi University, graduating cum laude.
Ms. LaForgia is based in Marks Paneth's Manhattan office and is licensed in New York as a Certified Public Accountant. She is a member of the New York State Society of Certified Public Accountants, serving many years on the Trust and Estate Administration Committee. She is also a member of the National Association of Female Executives and the Estate Planning Council of New York City. In addition to her professional activities, she volunteers her time with animal rescue groups.