Experience

• Over 25 years of experience in taxation in both public accounting and private industry
• Extensive experience with closely held companies and owners
• High-net-worth families
• Tax Planning related to executive compensation

Education:

• Bachelor of Science in Accounting - Providence College
• Master of Science in Taxation - Bryant University

Professional

• Rhode Island Society of Certified Public Accountants (RISCPA)
• Federal and State Tax Committee - RISCPA
• American Institute of Certified Public Accountants (AICPA)
• Estate Planning Council of Rhode Island

Community

• Providence Hebrew Day School - President
• Rhode Island Foundation, Professional Advisory Council - Past Member