Experience

Experience:

• Over 40 years of public accounting experience, with a focus on audit, tax and strategic planning aspects of closely-held businesses and high-net worth families
• Specialize in Partnership and S Corporation transactions
• Industry experience includes: real estate, manufacturing, broadcasting & communications

Education:

• Bachelor of Business Administration, University of Notre Dame
• LL.M, Boston University School of Law
• JD, Suffolk University School of Law

Professional

• American Institute of Certified Public Accountants (AICPA)
• Massachusetts Society of Certified Public Accountants (MSCPA)
• Boston Estate Planning Council
• Massachusetts Bar Association
• Greater Boston Chamber of Commerce, Financial Services Leadership Council Member
• MSCPA Real Estate and Accountants/Attorneys Board