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EXPERIENCE
Stephen joined the firm in 2007 and is a principal in the Firm’s Tax Department with 16 years of experience providing sophisticated tax consulting, tax compliance, and estate and income tax planning services to high net worth individuals, their families, and their businesses. Prior to joining DGC, he held the position of Tax Manager at a regional accounting firm and has also worked in the tax departments of Ernst & Young and PricewaterhouseCoopers.
EXPERTISE
Stephen specializes in advising clients, client representatives and family office groups on tax matters related to high net worth individuals and their various entities. His clients include corporate executives and directors of publicly and privately held companies, venture capitalists, entrepreneurs and closely held business owners, hedge fund and private equity fund managers, as well as other professionals in the investment, legal and medical fields. He has advised clients on issues such as stock options and compensation planning, taxation of investment strategies, AMT minimization, philanthropic planning alternatives, and transfers of significant wealth at minimal estate, gift and income tax costs.
EDUCATION
University of Massachusetts, Amherst - Bachelor of Business Administration, 1991
Bentley College - Master of Science in Taxation, 1994
Suffolk University Law School – Juris Doctor, 1998
PROFESSIONAL AND CIVIC ACTIVITIES
American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
American Bar Association
Massachusetts Bar Association
Boston Bar Association
Boston Estate Planning Council
CONTACT
Stephen A. Colella, JD, CPA/PFS, MST
781-937-5377
scolella@dgccpa.com
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