Jeffrey R. Arsenault

Stephen A. Baker

Robert A. Busch

James H. Guarino

CPA/PFS, CFP®, MST
Tax Partner

(978) 557-5377
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James H. Guarino

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Experience

Mr. Guarino has more than 25 years of experience providing tax consulting, financial and business planning guidance to individuals and closely held businesses. Jim demonstrates a personal, responsive approach in each client relationship that encompasses individual, closely held businesses and fiduciary tax reporting. He counsels closely held business owners with succession planning strategies while providing them with day-today tax, accounting and business consultation. Jim is also sought after by high net worth individuals and family-office clients seeking assistance in implementing strategic tax planning and comprehensive wealth management solutions. Jim’s thought leadership is reflected in various media speaking and writing engagements, seminars and presentations.

Seminars and Speaking Engagements +

November 2010: Boston Exit Planning Exchange (XPX) Seminar — Harvesting the Fruits of Your Labor, Latter Stage Company Issues

November 2010: Wells Fargo Seminar — Year End Tax Saving Strategies

February 2011: TAAP Webinar — Tax Tips & Strategies

May 2011: Boston Estate Planning Council — Understanding the ABC's of Educational Planning

April 2012: MSCPA Speaker Bureau — Understanding the ABC's of Educational Planning

January 2013: Social Law Library — 2013 Tax Strategy for Lawyers

Expertise

Individual tax planning, compliance and consulting

Business entity tax planning

Small business structuring and choice of entity

Federal and state taxpayer representation

Structuring of ownership interest

Family and business succession planning

Estate planning and wealth transfer strategies

Family and fiduciary tax consulting and compliance

Owner-employee retirement goal setting

Compensation alternatives

Educational seminars for owners and employees

Education

MST — Master of Science in Taxation; Bentley College

BS — Business Administration, Accounting; Merrimack College

Certifications

CPA — Certified Public Accountant

PFS — Personal Financial Specialist (AICPA)

CFP® — Certified Financial Planner

Series 65 NASD

Professional Affiliations

American Institute of Certified Public Accountants, Member of the Tax Division and Personal Financial Planning Division

American Institute of Certified Public Accountants, Ambassador Program

Massachusetts Society of Certified Public Accountants, Member of the Personal Financial Planning Sub-Committee

Financial Planning Association and Massachusetts Chapter of the Financial Planning Association, Member of the Consumer Awareness Sub-Committee