People

Richelle Maguire

Partner, PKF O’Connor Davies LLP

Partner, PKF O’Connor Davies Advisory LLC

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“My goal in every relationship is to become a long-term trusted advisor to my clients.”

Richelle works in the Private Client group with over 20 years of experience providing income, estate and gift tax planning, consulting services and tax compliance. Her clients include high- net-worth individuals, trusts and estates and private foundations. 

Richelle works with a broad range of clients in a variety of industries. She also has experience working with non-traditional families including same sex and unmarried couples.

As a result of her high level of personal service and accessibility, Richelle develops strong relationships with her clients and advises 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.

Professional Affiliations & Civic Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MassCPAs)
  • Boston Estate Planning Council
    • Treasurer
  • The Boston Foundation’s Professional Advisors Network
    • Member
  • MCLE Estate Planning Basics
    • Faculty Member (since 2012)
  • Adoptions with Love Inc.
    • Board of Directors & Finance Committee Chair

Accreditations

  • Certified Public Accountant (Massachusetts)
  • Accredited Estate Planner®

Education

 

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