Background

Experience:

• Chair of the firm's Corporate Tax Group and Co-chair of the Healthcare Services Group
• Over 25 years of experience providing tax advisory services to closely held, medium sized and publicly held businesses, including merger and acquisition planning for both buyers and sellers
• Works closely with physician group practices on healthcare tax issues and comprehensive income tax planning for individual doctors
• Expertise in large to mid-size entity tax issues including ASC 740, tax planning and compliance

Education:

• Bachelor of Science in Business Administration, University of Massachusetts
• Master in Business Administration with a concentration in Taxation, Bentley College

Professional

• American Institute of Certified Public Accountants (AICPA)
• Rhode Island Society of Certified Public Accountants (RISCPA)
• Massachusetts Society of Certified Public Accountants (MSCPA)
• ProVisors RI Chapter, Executive Committee

Community

• Center for Women & Enterprise, former business consultant and teacher
• Rhode Island Free Clinic, member of the board of directors

Recent Articles

• HSA Limits Increase for 2023
• S Corps Beware: Diligence Needed to Avoid Inadvertent Loss of Tax Benefits
• IRS Audits on the Rise: Are You Prepared?
• HSA Limits Increase for 2022
• What’s Inside Biden’s Rescue America Plan?