Sarah E. Wulf
Director
“My relationships with my clients are especially important to me. I value my clients’ ideas and am honored to be a part of supporting them to reach their financial goals.”
Sarah Wulf has more than 20 years of experience in public accounting and works in the organization’s Private Client group.
Sarah provides tax planning, consulting and compliance services to clients who are primarily high-net-worth individuals, trusts, private foundations and small businesses. She collaborates with her clients’ teams of advisors to develop strategies around philanthropic planning alternatives, stock option and compensation scenarios, and wealth transfer goals.
Sarah advises and educates second generation family members on tax matters. She has worked with many clients for more than 15 years, advising them throughout various stages of their lives.
Professional Affiliations & Civic Involvement
- Massachusetts Society of Certified Public Accountants (MassCPAs)
- American Institute of Certified Public Accountants (AICPA)
- Cambridge Community Foundation – Professional Advisors Council
- Treasurer, Friends of Art and Music Education (F.A.M.E.)
Accreditations
- Certified Public Accountant (Massachusetts)
Education
- Bentley University, Master of Science degree in Taxation with high distinction
- Harvard College, Bachelor of Arts degree in Psychology with cum laude distinction