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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
High-Net-Worth Individuals
Corporate Executives
Multigenerational Families
Education
Bachelor of Arts, Economics St. Lawrence University
Juris Doctor Suffolk University Law School
Masters of Business Administration Suffolk University