Overview
As a tax partner, Eric provides his clients with a wide range of tax services including tax planning, compliance, consulting and administration. He works with high-net-worth families and individuals, with a focus on estate and trust administration, planning and taxation.
Experience
As a great listener who is eager to advise, Eric makes an ideal partner for clients trying to navigate the complexities of estate planning. His practical approach helps him deliver consistently high-quality results – for example, Eric’s tax expertise and attention to detail once helped him identify gains from U.S. Treasury bond sales that were incorrectly included in a client’s return as taxable income. The amended return resulted in a $25,000 refund for the client.
Education & Affiliations
Eric earned his master’s in business administration and bachelor’s in accounting at Mount St. Mary’s College in Emmitsburg, MD. He is a member of the American Institute of Certified Public Accountants (AICPA), the Maryland Association of Certified Public Accountants (MACPA) and a member of the Estate Planning Council in Washington, D.C.
Insights
