Background

Experience:

• Over 20 years of experience addressing the accounting and tax needs of individuals, fiduciaries, and privately held businesses
• Assists and advises clients on varied and complex tax issues, with a focus on individual, corporate, trust and estate taxes
• Regularly presents on current tax law topics for professional services groups and organizations

Education:

• Bachelor of Science in Accounting, Bentley University
• Master of Science in Taxation, Bentley University

Professional

• American Institute of Certified Public Accountants (AICPA)
• Massachusetts Society of Certified Public Accountants (MSCPA)
• Boston Estate Planning Council (BEPC)
• Trusted Advisor Forum

Recent Articles

• What Happens to a Grantor Trust When a Grantor Dies?
• Can IRS Debt Be Passed Down to Children?
• Estate Planning Isn’t Just for Married Couples with Kids
• IRS Clarifies Step Up in Basis Rules for Grantor Trusts
• SECURE Act 2.0: Mandatory Roth Catch-up Contributions for High Net Worth