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Cathy Shoemaker, CPA, MBA, MST


Principal | Director of Estate, Gift, and Trust Tax, Advisory and Tax Services


Location
Stuart, FL
772.283.7444


Education
Ferris State University, BS, accounting

Davenport University , MBA

Grand Valley State University, Master of Science in Taxation

Cannon Trust Tax School



From my very first meeting with a client, I strive to help them accomplish their goals. I understand complex tax situations and can bring together a team of collaborative advisors to exceed their expectations.”



Current Role

Cathy provides tax planning and consulting services to high-net-worth individuals, closely-held businesses and not-for-profit organizations. She also develops philanthropic strategies to maximize wealth transfer through private foundations and charitable trusts.

Service Areas

  • Business, individual and trust taxation
  • Not-for-profit organizations
  • Small business consulting

Experience

Cathy joined Rehmann in 2008 and has nearly 20 years of experience in the field of taxation. During this time, she has worked with individuals, families, and businesses to help them navigate complex tax situations.

Prior to joining Rehmann, Cathy was a trust tax officer and estate settlement specialist with various banks during her career.

A Closer Look

  • Cathy recently worked with a client’s wealth management team, attorneys and other business advisors to successfully unravel a complex tax situation; simplifying their business entities and reducing the amount of legal and accounting professional fees across the board.
  • Cathy served as an adjunct professor of financial management for Ferris State University.
  • Connected in the industry, Cathy is a member of the AICPA, MICPA and FICPA.

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Resources contributed to by Cathy Shoemaker, CPA, MBA, MST