Susan N. Dupuis is a Tax Principal in the Firm's Boston office and is a member of the Family Wealth Services, Private Clients and Trusts & Estates Practice groups. She has more than 20 years of experience assisting private clients, trustees and closely held business owners with their tax compliance and planning needs.
She is an attorney admitted to practice in the Commonwealth of Massachusetts and has received a Masters of Business Administration.
Susan's primary areas of practice include individual and fiduciary income tax, estate and gift tax, stock option planning and taxation, charitable giving, foreign account compliance and business succession planning. She is a member of the Boston Estate Planning Council and the Massachusetts Society of CPAs. She is an alumnus of two of the "Big Four" accounting firms and practiced at her own firm for a number of years before joining Marcum in 2012.
- Boston Estate Planning Council
- Massachusetts Society of CPAs
- The Boston Foundation - Professional Advisor Network, 2010-2012
Individual & Fiduciary Income Tax
Estate & Gift Tax
Stock Option Taxation
Alternative Minimum Tax Planning
Foreign Account Reporting
Private Foundation Compliance
IRS & State Audit Representation
Amended & Back-Year
Bachelor of Arts, Economics
St. Lawrence University
Suffolk University Law School
Masters of Business Administration