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Cathy Shoemaker

Cathy Shoemaker

Cathy Shoemaker | CPA, MBA, MST | Principal

Stuart, FL | 772.283.7444 | Email
Service Areas | Individuals; trust, estates and gifts; not-for-profits; income tax planning and compliance for trusts and individuals; consulting

Cathy provides trust and estate tax planning for high net worth individuals, helping them preserve and transfer wealth and manage cash flow. She also develops philanthropic strategies to maximize wealth transfer through private foundations and charitable trusts.

As a member of the Firm’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 and estate planning. During this time, she has worked with individuals and families to help them minimize the tax implications associated with the accumulation and transfer of wealth.

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

  • 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 recently worked with a client’s wealth management team, attorneys and other business advisors to successfully unravel a complex estate situation; simplifying their business entities and reducing the amount of legal and accounting professional fees across the board.
  • Cathy is an active member of the Martin County Estate Planning Council and Grand Traverse Estate Planning Council.
  • Cathy served as an adjunct professor of financial management for Ferris State University.

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