Richelle Maguire is a Partner in the Firm's Boston office and a member of its Family Wealth Services, Private Clients, Trusts and Estates and LGBT/Non-Traditional Families practice groups. She has nearly twenty years of experience providing tax services to high-net-worth individuals, trusts, estates and private foundations. As a result of her high-level of personal service and accessibility, Ms. Maguire builds strong relationships with her clients and successfully helps them with tax planning, compliance and consulting; trust, estate and gift matters; and philanthropic planning. Based on her experience and expertise, she serves as a resource for her region on individual, fiduciary, gift and estate tax matters.
Ms. Maguire has developed an expertise in working with non-traditional families including same sex and unmarried couples. Subsequent to the Supreme Court ruling in Winsor, Ms. Maguire has consulted many LGBT individuals to help them understand the tax implications and opportunities inherent in navigating the complex and rapidly changing tax landscape of estate, gift and income tax planning in this area.
Ms. Maguire works closely with other advisors to insure that planning strategies are identified, implemented and consistent with her clients' financial goals. In her experience, the collaborative approach provides the most value to her clients.
Ms. Maguire shares her expertise internally as a mentor to up-and-coming professional staff and trains on topics related to individual, fiduciary and gift tax compliance.
- American Institute of Certified Public Accountants (AICPA)
- Massachusetts Society of Certified Public Accountants (MSCPA)
- Boston Estate Planning Council (BEPC)
[Current and past involvement]:
- Board of Directors 2012-2015
- Strategic Advisory/Outreach Committee, Co-Chair
- Web Content and Social Media Committee, past Vice-chair
- Finance Committee, past Vice-chair
- Member Involvement Committee, past Chair
- Sponsorship Committee, past Member
- Membership Committee, past Member
- Liason for Young Professionals Alliance (YPA)
- MCLE Estate Planning Basics- Faculty 2012-2014
Master of Science, Taxation
Bentley Graduate School of Business
Bachelors in Accountancy
October 19, 2014
Article by Richelle Maguire, Tax & Business Services Partner and Anupriya Mehta, Tax & Business Services Manager, "Path to Financial Stability, Long-Term Care for Aging LGBT Individuals Starts Now," Featured in LGBTQ Nation
For many of us, the question of who will take care of us when we are "old" seems obvious. It will be our spouse and/or ....
September 10, 2014
Anson Augustine, Assurance Services Partner, John Klenner, Assurance Services Partner & Richelle Maguire, Tax & Business Services Partner Featured in Inside Public Accounting Article, "Marcum LLP Names New Partners"
New York-based Marcum LLP (FY13 net revenue of $350.2 million) named three new partners. Anson Augustine and John Klenner are now assurance partners in the ....