DGC is pleased to announce that Richelle Maguire, CPA, AEP® has joined the firm as a Partner in our Private Client group.
Richelle has over 20 years of experience providing income, estate and gift tax planning, consulting services, and tax compliance. Her clients have included high net worth individuals, trusts and estates, and private foundations.
“Richelle’s commitment to exceptional client service reflects one of the key values of DGC,” said Laurie Austin, Managing Partner at DGC. “Her substantial private client experience will add to an already strong team here at DGC. Richelle embodies our firm’s core values of always being ‘team first,’ and ‘doing what it takes.’ We are excited to welcome Richelle our firm.”
Richelle’s areas of expertise include tax planning and compliance for high net worth individuals and fiduciaries. Her high-level of personal service and accessibility enable Richelle to develop strong relationships with her clients and advise them on tax planning, compliance and consulting, trust, estate and gift matters, and philanthropic planning. She works closely with other advisors to ensure that planning strategies are streamlined, implemented and consistent with her clients’ financial goals.
Richelle has significant experience working with non-traditional families including same sex and unmarried couples. She has consulted with 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.
Richelle is an Accredited Estate Planner®. She is a graduate of Bentley University with a Bachelor of Science in Accountancy and a Master of Science in Taxation. She also holds a Certificate in Personal Financial Planning from Bentley University.