Keith is a leader in AAFCPAs’ Private Client Services practice, where he provides tax compliance and advisory solutions to high-net-worth individuals and their families, closely held businesses, business owners, and entrepreneurs along with estates, trusts, and private foundations.
Keith is recognized for his exceptional insight into complex tax laws and regulations, providing an integrated tax planning approach that balances the interdependent needs of businesses and individuals. He considers opportunities to minimize tax liabilities and increase available cash, helps clients avoid double taxation, streamlines compliance and reporting, and helps clients strategically plan for a tax-efficient business exit and succession.
He advises on retirement plan funding, tax efficiency, and stock compensation planning to minimize alternative minimum tax. Working with individuals and business owners, he aims to maximize deductions and credits—reviewing the tax efficiency of their investments, identifying estate planning opportunities, and investigating wealth preservation vehicles to insulate assets and advance his client’s goals. His seamless orchestration with advisors, family-office teams, and AAFCPAs’ multi-disciplinary staff of CPAs, wealth advisors, and tax consulting attorneys ensures all parties work toward one unified objective.
Keith holds an MBA and MSA from Suffolk University. Located in Dorchester, MA, Keith is passionate about punk and indie rock, thrives in social music collaboration spaces, and has offered pro-bono support to the RVRB community of music-makers and music-lovers since 2022.
Articles by KEITH
Massachusetts taxpayers are the latest target of a growing wave of text scams. The Massachusetts Department of Revenue (DOR) reports that residents have received messages...
The One Big Beautiful Bill Act, signed into law July 4, 2025, raises the state and local tax (SALT) deduction cap from $10,000 to $40,000...
With tax season upon us, misinformation about tax strategies becomes widespread, often circulating through social media, casual conversations, and well-meaning but inaccurate advice from friends...
