Senior Manager

Laurie Waterman, CPA, CGMA

Professional Experience

Laurie Waterman is a senior manager in the tax area and the point person for business tax clients. She specialized in closely held businesses, professional service firms and manufacturing. With over 20 years experience, Laurie is an expert in tax planning for individuals and businesses, with specialties in S-corporations, multi-state corporations, consolidated returns and high-tech companies. She is also skilled in year-end planning and tax consulting for businesses. Alternative Minimum Tax is one example of an area of the tax code that is becoming more of an issue for individuals and for C-Corporations. Laurie can help plan payments and keep abreast of changes in the law.

Professional Certifications

Certified Public Accountant
Chartered Global Management Accountant

Education

University of Wisconsin, River Falls, B.S. in Accounting

Professional Organizations

AICPA
MNCPA

Community Involvement

Minneapolis Chamber of Commerce, Women’s Executive Council

When I’m not working…

I enjoy all the great theater the Twin Cities have to offer.