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Richelle Maguire CPA*

Partner – Tax & Business Services
 

Office Location
53 State Street
38th Floor
Boston‚ MA 02109
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Contact
617.973.9339
richelle.maguire@marcumllp.com
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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 LGBT & Non-Traditional Families 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.

 
Professional & Civic Affiliations
  • 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

Articles, Seminars & Presentations
  • MCLE Estate Planning Basics- Faculty 2012-2014
Areas of Expertise
  • Planning for Non-Traditional Families
  • Income Tax Planning & Compliance
  • Tax Consulting
  • Philanthropic Planning
  • Trusts & Estates
  • Gift Tax Planning & Compliance
Key Clients
Education
  • Master of Science, Taxation
    Bentley Graduate School of Business
  • Bachelors in Accountancy
    Bentley College
*Licensed by the Commonwealth of Massachusetts
ASI Content Holder
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