Background

Experience:

• Over 13 years of public accounting experience
• Experience providing accounting, tax compliance, and tax planning services to individuals, families, trusts, estates and investment partnerships
• Works closely with clients to tailor and coordinate both income tax and estate/gift tax strategies

Education:

• Bachelor in Accounting and Business Management from Bryant University
• Master in Taxation from Bentley University

Professional

• Massachusetts Society of Certified Public Accountants (MSCPA)
• Tax Division of the American Institute of Certified Public Accountants (AICPA)
• Boston Estate Planning Council (BEPC), Committee Chair

Recent Articles

• SECURE Act 2.0 Allows Tax Free 529 Rollovers to Roth IRAs
• “Millionaires Tax” Approved in Massachusetts
• MA to Issue State Tax Refunds Starting in November
• Who is Considered an Eligible Designated Beneficiary on an IRA?
• What are the Tax Benefits of Donor Advised Funds?