Laurie Graves serves as a Principal and member of BeachFleischman’s Tax Department. A trusted advisor with more than 30 years of comprehensive accounting and tax experience, she brings deep technical expertise across core accounting functions and controls. With an extensive background in estate and trust taxation, Laurie works closely with high-net-worth individuals and families on complex engagements, including charitable giving and retirement-focused strategies such as qualified charitable distributions and Roth IRA conversions. Laurie holds an active CPA license in Arizona and Washington.
Areas of Specialty
- Individual Taxation
- Estate, Trust, and Gift Taxation
Industry Experience
- High-Net-Worth Individuals
Education
- Golden Gate University, Master of Science in Taxation
- Central Washington University, Bachelor of Science in Accounting
Professional Associations and Activities
- American Institute of Certified Public Accountants
- Arizona Society of Certified Public Accountants
- Washington Society of Certified Public Accountants