Lawrence A Schwartz, CPA Strategic Advisor; Trustee and Consultant Helping my clients minimize tax liabilities and maximize wealth transfer in a prudent manner LinkedIn Profile

Mr. Schwartz has over 30 years experience in tax planning and compliance for
high net worth individuals; successful corporations and business in transition.

He helps business and individuals achieve their financial goals through strategic
planning as part of a multi-disciplinary team of advisors.

He is deeply experienced in white collar criminal tax matters and representation
before IRS in complicated cases at appeal or docketed in Tax Court. He is also
experienced in estate planning and trustee services.

Mr. Schwartz received his BBA in Accounting from the University of Hartford and
his MST from Bentley University. He is a member of the Board of Governors for the
Shriners Hospitals for Childen. He resides in Dover, MA with his wife, Gloria.

Areas of Specialization:
- Off Shore Tax
- High Net Worth
- Family Office Governance
- Strategic Business Planning
- Divorce Counseling
- Personal Tax Planning