Overview
Chris is a Principal in our Individual and Trusts Tax group, working with high-net-worth and ultra-high-net-worth individuals, including family groups and their related holdings. While working with these clients, he is consistently listening to their needs, whether it be planning for specific transactions and determining the tax impact or proactively planning with the ever-evolving tax code. He also focuses on the compliance aspect of these tax returns, providing client satisfaction through close communication, by meeting set expectations and deadlines, as well as providing quality work products.
Chris has over eleven years of experience working in this area, and prior to joining CLA, spent eight years at blumshapiro in Shelton, Connecticut.
Education
- Master of Science in Accounting, Fairfield University, Fairfield, Connecticut
- Bachelor of Science in Accounting and Finance, Fairfield University, Fairfield, Connecticut
In the community
- Certified Public Accountant - Connecticut
- American Institute of Certified Public Accountants (AICPA), member
- Connecticut Society of Certified Public Accountants (CTCPA), member