boulaygroup.com

Tracey Buersmeyer

Tracey joined Boulay as a partner in 2018. As the tax leader in Boulay’s Private Client Services team, she specializes in individual, estate, trust and business taxation as well as consulting and advising for ultra-high-net-worth individuals and privately held businesses. Tracey collaborates with clients on personal financial strategies as well as income, estate, and gift tax planning. She also represents individuals and businesses before Federal and state taxing authorities. Before joining Boulay, Tracey spent several years at a Big Four firm and was the founding partner of a local CPA firm in Naples, Florida.

Client Focus

  • High-net-worth individuals and families
  • Manufacturing
  • Construction
  • Professional Services

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Involvement

  • Florida Institute of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Purdue Alumni Association
  • Champions for Learning
  • Brooks County, Georgia Tourism Board

Education

    • Purdue University — B.S. Accounting
    • Certified Public Accountant (CPA)

 

Personal Interests

    • Genealogy
    • Restoration of historic structures
    • Spending time on the family farm in Georgia
    • Swimming, fitness and outdoor activities