Background

Experience

• More than 20 years of experience in public accounting
• Specialize 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

• Boston Estate Planning Council (BEPC), Board of Directors and Budget and Finance Committee
• Boston Foundation Professional Advisors Committee
• American Institute of Certified Public Accountants (AICPA)
• Massachusetts Society of Certified Public Accountants (MSCPA)
• MSCPA Educational Foundation, Member
• 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
• Past Committee Member - BEPC NAEPC, Sponsorship, Leadership Development and Council Outreach Committee
• Committee Member - AICPA PFP Executive Committee, AICPA PFS Credential Committee

Recent Articles

• How do I know if my Dividends are Qualified or Ordinary?
• SECURE 2.0 Enhances Catch-Up Contribution Opportunities for Retirement Savers
• Consider Bunching Donations Before Year End
• Tax-Smart Savings: When Does a Reverse Rollover Make Sense?
• Student Loan Forgiveness and Taxes: What You Should Know