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

• What are the Tax Benefits of Donor Advised Funds?
• New and Improved Rules for Section 529 Plans
• 2021 Year-End Giving Guidelines
• Build Back Better Act Proposes Surcharge on High Income Individuals, Estates and Trusts
• Considering an IPO? Don’t Neglect Personal Financial Planning