Lauran I. Penn, CPA - Partner

"Understanding my clients' needs and wants, and being able to satisfy them helps make me a successful financial advisor."

Practice Areas/Expertise

Accounting and Auditing Services

Reviews and compilations
Accounting solutions for businesses and individuals
Preparation of budgets, forecasts and projections
Analysis and structuring for private placement offerings (PPM)

Tax services

Business tax services
Individual tax returns
Trusts
Estate and family wealth planning
Personal financial planning

Management Advisory Services

Divorce Planning
Executive compensation planning
Strategic planning

Industries Served

Entertainment
Communications
Corporations
Partnerships
High net-worth professionals/individuals

Special Interests/Projects

Lauran supervises and trains accounting staff in the preparation of income tax returns and financial statements for partnerships, corporations, individuals and trusts. She has spoken at numerous seminars including the Greater Washington Chapter of the Certified Life Underwriter's annual meeting, Smith Barney, Shearson's seminar on Estate and Financial Planning, and the American Institute of Certified Public Accountant's accounting and auditing update. Some of her special interests include:

Divorce Planning
Financial planning
Communications industry financial consulting

Education

CFP, College of Financial Planning, 1987
PFS, American Institute of CPA's 1996
Bachelor of Science in Accounting, University of Maryland, 1978

Merits

PFS designation, American Institute of Certified Public Accountants, 1996

Member

American Institute of Certified Public Accountants
Maryland Association of Certified Public Accountants
Institute of Certified Financial Planners