Partner, PKF O’Connor Davies LLP
Partner, PKF O’Connor Davies Advisory LLC
“I collaborate with both my clients and their advisory team to ensure both short-term and long-term goals are met.”
Erica leads the Private Client Group at the Firm. She has over 20 years of experience providing tax planning, consulting and tax compliance services for high-net-worth individuals and their families with a specialized focus on international tax issues. Erica also works closely with clients’ advisors to provide comprehensive income tax planning and compliance services.
Erica specializes in international tax for both individuals and businesses. She assists with tax planning and entity structuring for U.S. persons with international interests. She advises clients who are new to the U.S. tax system to ensure understanding and compliance with U.S. tax law. She also assists foreign businesses with U.S. tax compliance. Erica works with tax advisors worldwide and coordinates global tax planning for her clients.
Erica considers clients’ unique goals and objectives as she consults on tax issues affecting their families, trusts, private foundations, and other gift, estate, and investment entities. She educates clients as she guides them through often complicated tax issues and provides them with information that enables them to make informed decisions.
Professional Affiliations & Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- Massachusetts Society of Certified Public Accountants (MassCPAs)
- Boston Estate Planning Council
- Certified Public Accountant (Massachusetts)
- Bryant University, Master of Science degree in Taxation
Bryant University, Bachelor of Science degree in Accounting