About Susan

Susan N. Dupuis is a tax principal in the Firm’s 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
Expertise

Family Office Services
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

Industry Focus

High Net Worth Individuals
Corporate Executives
Multigenerational Families

Education

Juris Doctor
Suffolk University Law School

Masters of Business Administration
Suffolk University

Bachelor of Arts, Economics
St. Lawrence University