Richelle Maguire is a Partner in the Firm's Boston office and a member of its Family Wealth Services, Private Clients, Trusts and Estates and Modern Family & LGBT Services Practice Groups. She has more than fifteen years experience providing tax services for high-net-worth individuals, trusts and estates, and private foundations. As a result of her high-level of personal service and accessibility, Ms. Maguire tax planning, compliance and consulting; trust, estate and gift matters; philanthropic planning.
Ms. Maguire has developed an expertise in working with non-traditional families including same sex and unmarried couples. Subsequent to the recent Supreme Court ruling in Winsor, Ms. Maguire has consulted many LGBT individuals to help them understand the tax implications and opportunities inherent in navigating the complex and rapidly changing tax landscape of estate, gift and income tax planning in this area.
Ms. Maguire works closely with other advisors to insure that planning strategies are streamlined, implemented and consistent with her clients' financial goals.
Prior to joining the Firm, Ms. Maguire spent three years as an accounting manager at a closely held insurance agency.
- American Institute of Certified Public Accountants (AICPA)
- Massachusetts Society of Certified Public Accountants
- Boston Estate Planning Council- Board of Directors 2012-2015- Finance Committee, past Vice-Chair- Member Involvement Committee, Co-Chair- Sponsorship Committee, Past Member- Membership Committee, Past Member
- Young Professionals Alliance (YPA), Past Liason
- MCLE Estate Planning Basics- Faculty 2012-2014
Planning for Non-Traditional Families
Income Tax Planning & Compliance
Trusts & Estates
Gift Tax Planning & Compliance
Master of Science, Taxation
Bentley Graduate School of Business
Bachelors in Accountancy
October 19, 2014
Article by Richelle Maguire, Tax & Business Services Partner and Anupriya Mehta, Tax & Business Services Manager, "Path to Financial Stability, Long-Term Care for Aging LGBT Individuals Starts Now," Featured in LGBTQ Nation
For many of us, the question of who will take care of us when we are "old" seems obvious. It will be our spouse and/or ....
September 10, 2014
Anson Augustine, Assurance Services Partner, John Klenner, Assurance Services Partner & Richelle Maguire, Tax & Business Services Partner Featured in Inside Public Accounting Article, "Marcum LLP Names New Partners"
New York-based Marcum LLP (FY13 net revenue of $350.2 million) named three new partners. Anson Augustine and John Klenner are now assurance partners in the ....