Elizabeth Curtis
Director
“I value the opportunity to build lasting relationships with clients and bring a thoughtful perspective to the decisions that matter to them.”
Elizabeth Curtis has more than 14 years of experience providing tax planning and compliance services to high-net-worth individuals, multigenerational families and closely held business owners as well as trusts, private foundations and investment partnerships.
As part of the organization’s Private Client Services practice, Elizabeth develops tax-efficient planning strategies and coordinates planning across generations. She collaborates with client’s attorneys and investment advisors to align tax strategies with broader financial and estate planning goals.
Elizabeth takes a thoughtful and personal approach to working with families as they navigate complex family dynamics and planning decisions, keeping their long-term priorities in mind.
Professional Affiliations and Civic Involvement
- Massachusetts Society of Certified Public Accountants (MassCPAs)
Accreditations
- Enrolled Agent (EA)
Education
- Northeastern University, Master of Science degree in Accounting