Experience

• More than 25 years of experience in public accounting
• Specializes in Private foundations, high-net-worth individuals, closely-held businesses and trusts
• Experience includes general income tax planning, estate and gift tax planning and charitable gifting strategies
• Partner-in-charge for Boston Accounting firm's Private Client Services Group for 5 years
• Private Wealth Services line leader for the New England Cluster at National Accounting Firm
• National Private Wealth Services Leadership Team Member at National Accounting Firm

Education

• Bachelor of Business Administration in Accounting, University of Massachusetts, Amherst
• Master of Science in Taxation, Northeastern University
• Master of Business Administration, Nichols College

Professional

• American Institute of Certified Public Accountants (AICPA)
• Massachusetts Society of Certified Public Accountants (MSCPA)
• Rhode Island Society of Certified Public Accountants (RISCPA)
• Florida Institute of Certified Public Accountants (FICPA)
• National Association of Estate Planners & Councils
• Worcester Business Journal 40 under 40 Award Winner
• Published in Journal of Accountancy, CPA Wealth Provider, Accounting Today, USA Today and The Wall Street Journal
• Committee Member – AICPA REG Subcommittee
• Past Board Member - Boston Estate Planning Council (BEPC)
• Past Committee Member - Boston Foundation Professional Advisors Committee
• Past Committee Member - BEPC NAEPC, Sponsorship, Leadership Development, Council Outreach and Budget & Finance Committee
• Past Committee Member - AICPA PFP Executive Committee, AICPA PFS Credential Committee
• Past Committee Member - MSCPA Educational Foundation