Our People

Karen A. Lake, CPA, CFST

Associate Director of Tax Services

For nearly 20 years, Karen Lake has focused on helping businesses and individuals develop their tax structure and navigate complex state and local scenarios.  She has specialized experience in state tax risk, improving cash flow and federal and state credits and incentives.

Prior professional opportunities enable her to present a 360-degree perspective to her clients. With experience as a senior advisor in Big 4 public accounting firm, a member of corporate tax department and a state auditor, she understands the full range of tax issues most businesses face.

Areas of Focus

  • Complex transactional planning
  • Credits and incentives
  • Entity structuring and design
  • Income / franchise
  • Sales and use tax
  • SALT audit defense and appeals
  • SALT minimization strategies

Education

  • Florida Atlantic University – Bachelor of Science in Accounting
  • Florida Certified Public Accountant

Industries Served

  • Airlines
  • Hospitality
  • Manufacturing
  • Retail
  • Telecommunication
  • Technology

Community Involvement

  • Take Stock in Children – Mentor
  • Leukemia and Lymphoma Society of Broward County – Captain
  • Toastmasters – Vice President, Public Relations
  • Founder and Author of SALTexpertblog

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