Lauren Haverlock

Lauren has practiced public accounting since 2004. She provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher education industries.

Lauren consults on a wide range of issues including public support planning, social welfare organization creation, reasonable compensation best practices, tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, foreign activities, charity watchdog optimization, and tax-exempt bond compliance.

Lauren is also experienced in charitable planning for businesses and individuals. She helps individuals and organizations with charitable planning, including evaluating various tax exempt options for business and personal legacy. As part of her charitable planning advisory experience, she advises foundations, charities and social welfare organizations on pertinent issues, including tax planning related to alternative and foreign investments, structuring program and mission-related investments, charitable giving structuring, transactions with disqualified persons, expenditure responsibility, and distribution planning.