Erica is a Partner and practice group leader in the Private Client Group. She has over 20 years of experience providing tax planning, consulting and tax compliance services for high net worth individuals and their families with a specialized focus on international tax issues. Erica also works closely with clients’ advisors to provide comprehensive income tax planning and compliance services.
Erica specializes in international tax for both individuals and businesses. She assists with tax planning and entity structuring for U.S. persons with international interests. Erica advises clients who are new to the U.S. tax system to ensure understanding and compliance of U.S. tax. She also assists foreign businesses with U.S. tax compliance. Erica works with tax advisors worldwide and coordinates global tax planning for her clients.
Erica considers clients’ unique goals and objectives as she consults on tax issues affecting their families, trusts, private foundations, and other gift, estate, and investment entities. She educates clients as she guides them through often complicated tax issues and provides them with information that enables them to make informed decisions.
Erica is a graduate of Bryant University with a Bachelor of Science in Accounting and a Master of Science in Taxation.
Massachusetts Society of Certified Public Accountants
American Institute of Certified Public Accountants
Boston Estate Planning Council