Laura E. LaForgia, CPA, Ms.T, AEP®Partner
685 Third Avenue
New York, NY 10017
Laura E. LaForgia, CPA, MST, AEP®, is a Partner at Marks Paneth LLP and a member of the firm's Private Client Services Group. Specializing in complex tax issues for high-net worth individuals and their families, Ms. LaForgia helps her clients manage, preserve and transfer their wealth through strategic income tax planning and compliance, trusts and estate planning, business management solutions and financial planning.
Ms. LaForgia also provides guidance on matters related to gift tax, multi-state taxation and foreign transaction reporting. As a Family Office specialist, she oversees engagements that provide a wide range of administrative, management and concierge services to family offices and their related entities. She also has extensive experience serving successful executives, handling their deferred compensation and income tax planning.
Ms. LaForgia's diverse experience includes working with high-profile clients, family business owners, private foundations and members of the legal and financial services industries. She abides by a holistic approach of working with the client's attorneys and investment advisors to better serve her clients.
In 2018, Ms. LaForgia was named to the inaugural list of Notable Women in Accounting & Consulting by Crain's New York Business. She is dedicated to the advancement of women in the accounting profession and is actively involved in Marks Paneth's women's initiative. She also supports her profession and community by serving on various accounting industry boards and volunteering her time for animal rescue groups.
Bachelors of Business Administration in Accounting, cum laude
Long Island University
Master of Science in Taxation
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Family Office Committee
Trust and Estate Administration Committee
Estate Planning Council of New York City
Member. Board of Directors
Director of Accounting (2014-2017)
National Association of Female Executives
Kat Connection, East Meadow, New York
National Organization of Italian American Women
Private Client Services
Trusts and Estates