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Cathy Shoemaker

Cathy Shoemaker

Cathy Shoemaker | CPA, MBA, MST | Principal | Advisory and Tax Services

Stuart, FL | 772.283.7444 | Email
Service Areas | Business, individual and trust taxation; not-for-profit organizations; small business consulting; trusts, estates and gifts

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.

As a member of Rehmann’s estate, gift and trust group, Cathy establishes policies and best practices and provides internal training for other Rehmann associates.

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 is skilled at identifying estate tax return challenges and gathering the right team to provide guidance throughout the process; working together to identify issues that might create uncertainty during the transition and helping her clients save significant tax dollars.
  • Cathy served as an adjunct professor of financial management for Ferris State University.

Meet The Rehmann Team

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