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Yasmin Causer , CPA, PFS

Partner, Private Client Services Group

"Exceptional client service is about going beyond what is expected. To be successful, you must always and consistently put your clients' best interests first. I am proud to be with a firm that recognizes the importance of the "client first" philosophy."
 

Background

Experience:

  • More than 25 years of experience in public accounting
  • Specializes in income taxation for individuals with complex tax compliance and planning needs
  • Experience includes gifting strategies, philanthropic planning and multi-generation wealth transfer

Education:

  • Bachelor of Science in Accounting (Cum Laude), Bentley University
  • Master of Science in Taxation, Golden Gate University
 

Professional

  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • Boston Estate Planning Council
  • Society of Trust and Estate Practitioners (STEP)
 

Community

  • USA for UNHCR, UN Refugee Agency Board Member
  • The Buoy Fund
  • Kids4Peace Boston