Background

Experience:

• Experienced certified public accountant with a focus on audit, tax and strategic planning aspects of closely-held businesses and high-net worth families
• Specializes in Partnership and S Corporation transactions
• Industry experience includes: real estate, manufacturing, broadcasting & communications

Education:

• Bachelor of Business Administration, University of Notre Dame
• LL.M, Boston University School of Law
• JD, Suffolk University School of Law

Professional

• American Institute of Certified Public Accountants (AICPA)
• Massachusetts Society of Certified Public Accountants (MSCPA)
• Boston Estate Planning Council
• Massachusetts Bar Association
• MSCPA Real Estate and Accountants/Attorneys Board

Recent Articles

• SECURE Act 2.0 Makes Catch-up Contributions Taxable for High Earners
• IRS Proposes New Regulations on Required Minimum Distributions (RMDs)
• Estate Planning 101 - Important Terms to Remember
• IRS Offers Assistance to Employers Rehiring Retirees Amid Labor Shortage
• Waiting for the Bank’s Approval on your PPP Loan? Here’s What You Should Know