Ms. Peebles is currently a Senior Fellow at Bloomberg Tax after spending more than 35 years as a Director in the Washington National Tax office of Deloitte Tax LLP. While at Deloitte, Ms. Peebles focused on the wealth and philanthropic issues of high net worth individuals and their families, both in the US and worldwide. She was also the technical leader of the individual income tax practice at Deloitte. Her specialties include: estate, trust and charitable planning; cross-border philanthropy; commercial and personal cross-border trust planning and individual income tax issues. Prior to joining Deloitte, Ms. Peebles was a Staff Accountant at Doody & Doody CPA from 1979 – 1987.
Laura is the author of Bloomberg Tax Management Portfolio 844, Estate Tax Credits and Computations and co-author of Portfolio 822, Estate, Gift, and Generation-Skipping Tax Returns and Audits. She is also an author and speaker on numerous estate and charitable planning topics. She is a member of the American Institute of Certified Public Accountants (Elijah Watt Sells award) and has earned the AICPA's Personal Financial Specialist designation, with Highest Distinction. She is also a member of the Planned Giving Design Center Editorial Board.
B.S., Accounting, University of New Orleans (1988) summa cum laude
Bloomberg Tax Management Portfolios
Estate, Gift, and Generation-Skipping Transfer Tax Returns and Audits (Portfolio 822)
This Portfolio is a guide to preparation of the Forms 706 and 709, the federal estate (and generation-skipping transfer and gift and generation-skipping transfer) tax returns.
Estate Tax Credits and Computations (Portfolio 844)
This Portfolio analyzes rules under §§2010 through 2016 of the Internal Revenue Code and covers topics such as the unified credit against estate tax, unified credit planning, and more.
Charitable Remainder Trusts, Charitable Gift Annuities, and Pooled Income Funds (Portfolio 865)
This Portfolio describes the rules governing the administration of charitable remainder trusts and relevant income, gift, estate, and generation-skipping transfer tax considerations.