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

• Tax Friendly Year End Giving Guidelines for 2023
• Massachusetts Tax Relief Bill Signed into Law
• Tax Deduction Available for MA Charitable Contributions
• What are the Rules for Charitable Contributions of Inventory?
• SECURE Act 2.0 Allows Tax Free 529 Rollovers to Roth IRAs