Lara B. Casteel, CPA

Lara B. Casteel, CPA
Morin & Barkley LLP
455 Second Street, S.E., Suite 200
Post Office Box 240
Charlottesville, Virginia 22902
E lcasteel@morinandbarkley.com
P 434.220.7401
F 434.293.2135

REPRESENTATIVE EXPERIENCE

Ms. Casteel is a Certified Public Accountant who assists executors and trustees with the estate and trust administration processes.  She provides personalized service to the executors/trustees in connection with the decedent’s plan for disposition of estate, trust, and beneficiary designated assets.  Ms. Casteel also coordinates efforts with the decedent’s brokers, investment advisors, insurance agents, accountants, and other professionals to facilitate the transfer of the decedent’s assets.  She works closely with clients to address matters involving transfer taxes (federal and gift taxes) and income taxes (individual, estate, and trust taxes).

PRACTICE FOCUS

EDUCATION

  • Grove City College, Grove City, Pennsylvania, B.S., Accounting, 1992

CERTIFICATIONS

  • Licensed Certified Public Accountant
    • Virginia, 1998
    • Pennsylvania, 1994

PROFESSIONAL ASSOCIATIONS AND MEMBERSHIPS

  • American Institute for Certified Public Accountants (AICPA)
  • Virginia Society of Certified Public Accountants (VSCPA)
    • Board of Directors 2008-2011
  • Central Virginia Estate Planning Council