Overview
Stephanie specializes in partnership taxation as a member of CLA’s National Tax Office, with a primary focus on partnership advisory work. She provides technical guidance on complex transactions, planning strategies, and compliance matters, drawing on a strong background in pass-through entity compliance and tax research. Stephanie joined CLA through legacy BlumShapiro in West Hartford, Connecticut.
Stephanie’s work frequently involves advising on partnership transactions, operating agreement provisions, and the tax implications of ownership changes, and includes regular analysis of partnership allocations, capital accounts, basis considerations, and elections to help clients and engagement teams navigate complex rules with clarity and confidence. She is also deeply involved in internal education and training initiatives, with a focus on translating complex partnership rules into clear, practical guidance that supports both planning and compliance.
In addition to her advisory work, Stephanie serves as Tools & Communications Division Leader within CLA’s National Tax Office, where she focuses on strengthening technical quality, consistency, and standardization across the firm. In this role, she leads the development of firmwide preparation tools, standardized workpapers, resource guides, and technical communications designed to support the uniform, high-quality application of complex tax rules across client engagements.
Education
Bachelor of Science in Accounting, Bentley University
Master of Science in Taxation, Bentley University
In the community
American Institute of Certified Public Accountants
Connecticut Society of Certified Public Accountants