2 weeks ago
Carlyle Joins GTCR As Strategic Investor in CAPTRUST
CAPTRUST announced a minority growth investment from funds managed by...
Vice President,
Financial Advisor
Tara joined CAPTRUST in 2023 from Southern Wealth Management, and she serves as a vice president and financial advisor. In this role, she specializes in tax compliance and consulting services with a focus on high-net-worth individuals and families, trusts, and complex partnerships. Tara also has extensive experience working with clients in the oil and gas industry.
Tara holds a Bachelor of Science degree in accounting from Louisiana State University and a Master of Science degree in taxation from The University of New Orleans.
When she’s not at the office, Tara enjoys traveling, reading, and spending time with family and friends.
2 weeks ago
CAPTRUST announced a minority growth investment from funds managed by...
1 month ago
Fourth Annual Giving...
3 months ago
Bolsters Firm’s Presence in Texas and...
4 months ago
Net unrealized appreciation, or NUA, is a tax strategy that...