Commercial Businesses
As their trusted business advisor, I partner with privately held, family-owned companies through the various stages of their business’ life cycle. These business owners, entrepreneurs and CFOs count on me to be there for them with guidance and support through planning, transactions and even life events.
My depth of industry knowledge extends to a wide range of industries, including:
Professional Services
- Architectural and Engineering Firms
- Consulting Firms
- Elder Care & Retirement Communities
- Health Care
- Insurance Agents & Brokers
- Interior Designers
- Medical and Dental Practices
- Retail Establishments
- Veterinarians
Public Sector
- Nonprofit Organizations
Hospitality
- Bars, Taverns & Inns
- Entertainment
- Restaurants
Real Estate
- Commercial & Residential Developers
- Construction and Building Trades
Technology
- Emerging Technology Companies
- IT Services
- Software Development
Families and Individuals
I cater to family groups and individuals who rely on my extensive knowledge of sophisticated tax issues to minimize their tax liability, assist them with philanthropic planning, and help them provide for future generations.
Specifically, I provide creative, technical expertise in the following areas:
- Alternative minimum tax consulting
- Charitable and philanthropic tax planning strategies
- College tuition savings planning
- Estate and gift tax planning and consulting
- Family trust planning
- Income tax planning and preparation
- Passive activity loss analysis
- Rental real estate management and planning
- Residential real estate transactions
- Retirement and pension plan distribution designs
- Stock option (ISOs, NSOs, preferred stock, private stock, restricted stock,
- Units and Warrants) tax planning
Nonprofit Organizations
As their trusted financial advisor, I help guide nonprofits through the various stages of their organizations’ life cycle. My depth of non-profit experience extends across a variety of charitable organizations, including:
- Charitable foundations
- Church and religious groups
- Community outreach programs
- Cultural organizations
- Day care providers
- Educational foundations
- Historical societies
- Homeowner and condominium owner associations
- Private institutions and schools
- Professional business associations
- Sports and athletic associations
Massachusetts
Middlesex County
- Arlington, MA
- Bedford, MA
- Belmont, MA
- Billerica, MA
- Burlington, MA
- Carlisle, MA
- Concord, MA
- Lexington, MA
- Lincoln, MA
- Newton, MA
- Sudbury, MA
- Waltham, MA
- Watertown, MA
- Wayland, MA
- Weston, MA
- Winchester, MA
- Woburn, MA
New Hampshire
Hillsborough County
- Hillsborough, NH
Merrimack County
- Andover, NH
- Blodgett Landing, NH
- Bradford, NH
- Henniker, NH
- New London, NH
- Newbury, NH
- Newmarket, NH
- Sutton, NH
- Warner, NH
- Wilmot, NH
Sullivan County
- Croydon, NH
- Eastman, NH
- Georges Mills, NH
- Goshen, NH
- Grantham, NH
- Hillsborough, NH
- Newport, NH
- Springfield, NH
- Sunapee, NH
