Shaun volunteers for various activities and events for veterans and for the National Multiple Sclerosis Society.
Shaun is a fiduciary tax manager with Deming, Malone, Livesay & Ostroff (DMLO).
Direct: 508-542-1117
Experience
Shaun has over 10 years of experience practicing fiduciary tax reporting and planning with extensive experience in navigating the complexities of charitable entities from split interest trusts to private charitable foundations, ensuring compliance and optimizing tax benefits.
Education and Certifications
Shaun graduated summa cum laude with a Bachelor of Science degree in Accounting from the University of Massachusetts at Dartmouth.
Professional Memberships and Activities
Shaun is an Enrolled Agent.