Sue Porter has extensive tax experience in public accounting, comprised of both Big Four and regional firms. She has worked with high-net-worth family groups, closely held businesses, and real estate entities.
Sue also has experience with acquisitions and sales of businesses, as well as changes in accounting methods. She has implemented internal tax policies and tax saving strategies.
Education
Bentley University, MS Taxation
University of Massachusetts Lowell, BS Accounting
Certifications
Certified Public Accountant (CPA)
Certified Financial Planner (CFP®)
Professional
American Institute of Certified Public Accountants (AICPA)
Massachusetts Society of Certified Public Accountants (MSCPA)
Community
Provincial Heights Neighborhood Association (non-profit), past President