People

Brooke Sliva

Manager

“Assisting our clients with tax and estate planning and compliance allows me the opportunity to contribute – in a modest way – to their financial well-being now and into the future.”

Brooke Sliva has more than 10 years of experience in public accounting. Brooke is a member of the Firm’s Private Client Group. She specializes in advising high-net-worth individuals on matters such as tax planning, tax compliance, trusts and gifting strategies.

Brooke works closely with her clients’ advisors, attorneys and family groups to ensure their short-term and long-term goals are met. She also has considerable expertise with foreign tax matters including Offshore Voluntary Disclosure Program (OVDP) submissions.

Professional Affiliations and Civic Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MassCPAs)
  • Boston Estate Planning Council (BEPC)

Accreditations

  • Certified Public Accountant (Massachusetts)

Education