Apella Wealth
Laura Carlson, CPA/PFS, MST, serves as Tax Manager and Partner at Apella Capital, LLC, since July 2022, providing tax compliance and planning solutions for a variety of clients including individuals, small businesses, trusts, and estates. Previously, Laura worked as a Tax Manager at NR Smith and Associates from October 2011 to June 2022, where specialization included tax return preparation, planning, research, and IRS communications, including audits and U.S. Tax Court processes. Prior experience also includes positions as Senior Accountant, Staff Accountant, and Tax Intern at Harb, Levy & Weiland LLP, and an Accounting Intern role at Demand Media. Laura holds a Master’s degree in Taxation from Golden Gate University and a Bachelor’s degree in Accounting from George Fox University.
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Apella Wealth
At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Disclosure: Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.