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Sean is a Certified Public Accountant specializing in estate and trust taxation as well as planning and compliance for high-net-worth individuals. His range of expertise also includes dealings with private foundations, gift and generation-skipping transfer taxation, charitable giving and other estate planning matters.
Sean is known by clients and colleagues alike for his reliability, positive attitude, and calm, approachable demeanor. His goal is to reduce client stress through exceptional service and careful attention to a client’s needs.
Sean is a graduate of the Boston University Questrom School of Business where he received his undergraduate degree in Accounting, and also holds a Master of Taxation degree from the Georgia State University Robinson College of Business. Sean is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants, and several local estate planning associations.
Outside of the office, Sean enjoys spending time with his wife and two young children and is a passionate Boston sports fan.
Certified Legal Specialties
- Certified Public Accountant
Past Employment Positions
- Senior Tax Manager with E. Cohen CPAs