Client Advisory

Biography

Susan Lash is a Partner and Tax Planner in the El Segundo/Beach Cities office. She is a member of the Multifamily Practice Office team, providing income tax planning, consulting, and compliance services for high-net-worth individuals and privately held businesses, including partnerships, limited liability companies, and corporations in the areas of real estate, personal services, entertainment, and sports. With over 35 years of experience, Susan also specializes in estate tax planning, trust and estate administration, fiduciary accounting, and compliance services for estates, gifts, and fiduciary returns. She enjoys working with family groups, handling multigenerational issues and tiered businesses, and helping families achieve a well-planned transfer of their wealth. 

Prior to joining Cerity Partners, Susan was a founding Tax Partner at Running Point Tax & Consulting, LLC. Prior to joining Running Point, Susan worked for more than 30 years as a tax principal and senior tax manager in regional and large local public accounting firms in Southern California. For more than three decades, Susan’s expertise in income tax and estate planning, tax compliance, and consulting on different projects has helped clients reach their goals. 

Education

  • BS in Accounting from University of Southern California
  • MS in Taxation from Golden Gate University

Highlights

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants

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