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Susan Dupuis JD / MBA

Director – Tax & Business Services

Office Location
53 State Street
38th Floor
Boston‚ MA 02109
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Susan N. Dupuis is a Tax Director in the Firm’s Boston office and is a member of the High-Net-Worth Tax Practice Group. She has over 16 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 having spent over 11 years with those firms. For the past three years, Susan had practiced at her own firm in downtown Boston.

Professional & Civic Affiliations
  • Boston Estate Planning Council
  • Massachusetts Society of CPAs
  • The Boston Foundation - Professional Advisor Network, 2010-2012
  • BEPC Finance Committee Member, 2011
Areas of Expertise
  • Individual & Fiduciary Income Tax
  • Estate & Gift Tax
  • Stock Option Taxation
  • Alternative Minimum Tax Planning
  • Foreign Account Reporting
  • Private Foundation Compliance
  • Charitable Giving
  • IRS & State Audit Representation
  • Amended & Back-Year
  • Return Preparation
Key Clients
  • Bachelor of Arts, Economics
    St. Lawrence University
  • Juris Doctor
    Suffolk University Law School
  • Masters of Business Administration
    Suffolk University

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