Estate & Financial Planning Committee - Society of Louisiana Certified Public Accountants

The Estate & Financial Planning Committee manages the estate financial planning educational events aimed to instruct membership on estate and financial planning issues and developments.

Leadership

Staff Liaison
Olivia Burnham
Society of Louisiana CPAs - Metairie
Chair
Brandon Lagarde
EAG Gulf Coast, LLC - Baton Rouge

Members

Ryan Blakeney
Tax Manager

The Levy Company, APC, CPAs - Baton Rouge
Greg Booth Jr.
EAG Gulf Coast, LLC - Metairie
Keron Campbell
Georges Enterprises, LLC - New Orleans
Craig Cheramie
Cheramie Financial Services - Harahan
Vanessa Claiborne
President & CEO

Chaffe & Associates, Inc - New Orleans
Roger Cunningham
Partner

Thomas, Cunningham, Broadway & Todtenbier CPAs - Natchitoches
Tim Doody
Executive Director

Chaffe McCall, LLP - New Orleans
Hardy Foreman
Carr, Riggs & Ingram, LLC - Shreveport
Christopher Klein
Terranova Williams Klein CPA's, LLC - Lake Charles
Jeremy Klibert
Faulk & Winkler, LLC - Baton Rouge
Craig Lebouef
Going Sebastien Fisher & LeBouef, LLP - Opelousas
Craig Lewis
Lewis Financial Group, LC - Shreveport
Skip Lloyd
CPA
Jason MacMorran
Director, Consulting Services

EAG Gulf Coast, LLC - Baton Rouge
Anne Oestriecher
Oestriecher Financial Mgmt. Services - Alexandria
Denise Prattini
Lovell & Company, CPAs, APC - New Orleans
Colleen Reese
Business Valuation;Tax Compliance

Southern Wealth Management, LLP - New Orleans
Jessica Reilly
Bourgeois Bennett, LLC - Metairie
Austin Robertson Jr.
Of Counsel

Cole, Evans & Peterson, CPAs - Shreveport
Carolyn Rosendale
C Rosendale CPA - Baton Rouge
John Schmidt
Tax Managing Director

Pelican CPAs & Advisors, LLC - Shreveport