Paul Nadeau, Jr. , CPA, MST
Partner, Private Client Services Group
"Every day is different. I embrace every chance I get to help our clients succeed, I love that every day brings new challenges and opportunities."
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
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