Cathy Shoemaker, CPA, MBA, MST
Principal | Director of Estate, Gift, and Trust Tax, Advisory and Tax Services
Location
Stuart, FL
772.283.7444
Education
Ferris State University, BS, accounting
Davenport University , MBA
Grand Valley State University, Master of Science in Taxation
Cannon Trust Tax School
“From my very first meeting with a client, I strive to help them accomplish their goals. I understand complex tax situations and can bring together a team of collaborative advisors to exceed their expectations.â€
Current Role
Cathy provides tax planning and consulting services to high-net-worth individuals, closely-held businesses and not-for-profit organizations. She also develops philanthropic strategies to maximize wealth transfer through private foundations and charitable trusts.
Service Areas
- Business, individual and trust taxation
- Not-for-profit organizations
- Small business consulting
Experience
Cathy joined ²ÝÝ®ÊÓƵ in 2008 and has nearly 20 years of experience in the field of taxation. During this time, she has worked with individuals, families, and businesses to help them navigate complex tax situations.
Prior to joining ²ÝÝ®ÊÓƵ, Cathy was a trust tax officer and estate settlement specialist with various banks during her career.
A Closer Look
- Cathy recently worked with a client’s wealth management team, attorneys and other business advisors to successfully unravel a complex tax situation; simplifying their business entities and reducing the amount of legal and accounting professional fees across the board.
- Cathy served as an adjunct professor of financial management for Ferris State University.
- Connected in the industry, Cathy is a member of the AICPA, MICPA and FICPA.
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