Lara Casteel, CPA

Lara Casteel CPA

Lara B. Casteel, CPA
Smith Bain Manuel & Horvath
455 Second Street, S.E., Suite 402
Post Office Box 240
Charlottesville, Virginia 22902
E lcasteel@smithbain.com
P 434.220.7401
F 434.293.2135

REPRESENTATIVE EXPERIENCE

Lara is a Certified Public Accountant who assists executors and trustees with the estate and trust administration processes. She provides personalized service to the executors/trustees in connection with the decedent’s plan for disposition of estate, trust, and beneficiary designated assets. Lara also coordinates efforts with the decedent’s brokers, investment advisors, insurance agents, accountants, and other professionals to facilitate the transfer of the decedent’s assets. She works closely with clients to address matters involving transfer taxes (federal and gift taxes) and income taxes (individual, estate, and trust taxes).

PRACTICE FOCUS

EDUCATION

CERTIFICATIONS

  • Licensed Certified Public Accountant
    • Virginia, 1998
    • Pennsylvania, 1994

PROFESSIONAL ASSOCIATIONS AND MEMBERSHIPS