EXPERIENCE SUMMARY

Susan has more than 17 years of public accounting experience with high net worth individuals.  Prior to this she maintained the personal and trust financial records prepared the individual and fiduciary tax returns for a wealthy family.  Susan expertise includes family limited partnerships, split interest trust, complex gift tax returns, private equity investments and hedge fund investments.

Susan’s responsibilities include the preparation of complex individual, fiduciary, gift, partnership, corporate and private foundation tax returns, consultation with client’s financial advisors and attorneys, researching tax issues, analyzing and responding to IRS and state tax notices, and quarterly and year-end tax planning for high net worth individuals.  She reviews corporate, partnership, fiduciary and individual tax returns and supervises staff with tax return preparation.

INDUSTRY FOCUS

Susan has extensive experience in the taxation of high net worth individuals including their family limited partnerships, split interest trust and private foundations.

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants

EDUCATION

Post-baccalaureate Certificate in Accountancy, Bentley College
B.A, Biology, Northeastern University.