Lindsey Gerlock
Managing Director
Lindsey Gerlock has over 15 years of experience providing tax compliance and consulting services to high net worth individuals, their families and closely-held businesses.
Lindsey has a broad base of experience and specializes in the following areas:
- Tax planning and income tax compliance for individuals and multi-generational family groups
- Estate and wealth transfer planning and compliance services
- Tax compliance, consulting, and accounting services for family investment or business partnerships and S corporations
- Equity compensation planning for corporate executives
- Consulting for sales and tax-deferred exchanges of large real estate properties
- Compliance and consulting matters for international and domestic real estate fund managers
Prior to beginning her career at Andersen in the fall of 2008, Lindsey worked at a local accounting firm in Tallahassee, Florida (Thomas Howell Ferguson, P.A.) where she assisted with pension plan administration and individual and business income tax compliance services.