Tax & Business
Susan N. Dupuis is a tax principal in the Firm’s New Haven, CT and Boston, MA offices. She is a member of the Marcum Family Office Service Group as well as the Family Wealth Services and Trusts & Estates Practice groups. Ms. Dupuis has more than 20 years of experience assisting private clients, trustees and closely held business owners with their income, fiduciary and estate and gift tax planning and compliance needs. In her work with family office clients, she provides in depth guidance on varied and unique issues facing families with substantial wealth including philanthropic endeavors, alternative investments and succession planning.
Ms. Dupuis is an attorney admitted to practice in the Commonwealth of Massachusetts and has received a Master of Business Administration.
She has attained the Accredited Estate Planner (AEP) designation. She is a member of the Boston Estate Planning Council and Massachusetts Society of CPAs and has been appointed to the Professional Advisors Council at The Boston Foundation in July 2019. She is an alumna of two of the “Big Four” accounting firms and had her own firm prior to joining Marcum in 2012.
Professional & Civic Affiliations
- Boston Estate Planning Council
- Massachusetts Society of Certified Public Accountants
- The Boston Foundation – Professional Advisor Network, 2010-2012