Overview
With more than a decade of experience, Adam serves privately held businesses and high-net-worth individuals, bringing focused knowledge in real estate taxation and strategic tax planning. He has built a practice centered on helping clients think ahead, identifying opportunities, addressing complex tax challenges, and delivering counsel that supports their long-term goals.
Experience
Adam brings deep knowledge in tax compliance, real estate tax structuring, and business planning for closely held companies, complemented by specialized experience in equity-based compensation for owners and key employees. Before joining Aprio, he honed his skills across multiple markets, which shaped his technical depth and client-first approach. What drives Adam is the collaborative side of the work: sitting down with clients to plan strategically and counsel them through pivotal decisions affecting their businesses and long-term family objectives.
Education & Affiliations
Adam earned a Bachelor of Science from Northeastern University. He is a member of the Massachusetts Society of Certified Public Accountants (MSCPA), the American Institute of Certified Public Accountants (AICPA), and the Greater Boston Real Estate Board (GBREB).