CBIZ Tofias Expands its Tax Group with the Addition of Lavoie

Patrick Lavoie

Patrick Lavoie

CBIZ Tofias, part of Cleveland-based CBIZ (FY13 net revenue of $532 million), has expanded its tax group with the addition of Patrick Lavoie. Lavoie has joined the Boston office as a director and is a member of the high-net-worth individuals and family groups practice.

“Pat brings a depth of expertise that will further expand the services and resources provided to our high-net-worth individual clients,” says Tracy Gallagher, senior MP at CBIZ Tofias.

Lavoie has nearly 25 years of experience advising high-net-worth individuals on tax issues related to personal and estate tax planning. He assists clients by focusing on multi-generational tax consulting, preparation and review of family group returns, assistance with goal-oriented family financial planning, year-end tax planning, estate and gift tax planning, and representation before taxing authorities.