Richelle Maguire is a Director in the Firm’s Boston office and a member of its Trusts and Estates Practice group. She has more than ten 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 successfully helps clients with tax planning, compliance and consulting; trust and estate gift matters; and gifting from generation to generation.
Ms. Maguire works closely with groups of clients in need of outsourcing their tax services. As their independent certified professional accountant‚ she coordinates with third party advisors to ensure year-end tax planning strategies are implemented‚ streamlined and consistent with her clients’ financial goals.
Ms. Maguire shares her expertise internally as a mentor to up and coming professional staff and trainer on topics related to fiduciary tax and individual tax updates.
Prior to joining the Firm‚ Ms. Maguire spent three years as an accounting manager at a closely-held insurance agency. In addition to her education‚ she received an advanced certificate in Personal Financial Planning from Bentley College‚ McCallum Graduate School of Business.
Professional & Civic Affiliations
Massachusetts Society of Certified Public Accountants
Boston Estate Planning Council, Sponsorship Committee