Keith serves as a trusted advisor to high-net-worth individuals, families, business owners, and closely held businesses, helping them navigate the interconnected tax, wealth, and succession considerations that influence long-term financial outcomes. As a leader in AAFCPAs’ Private Client Services practice, he advises entrepreneurs, estates, and trusts on complex tax matters, wealth preservation, international investment and reporting considerations, and multi-generational planning strategies.
Keith takes an integrated approach to planning, helping clients align business, personal, estate, and philanthropic considerations with their long-term objectives. He helps clients evaluate opportunities to improve tax efficiency, preserve liquidity, address double-taxation considerations, and prepare for significant events such as business transitions and succession. He works closely with clients to evaluate the tax implications of significant financial decisions, helping them manage complexity while best positioning themselves for the future.
Individuals, families, and business owners depend on Keith for guidance on retirement plan funding, stock compensation planning, estate and gift tax considerations, tax-efficient charitable giving, and investment-related tax matters. His experience includes advising clients on Passive Foreign Investment Company (PFIC) investments along with international reporting and compliance requirements, including the Foreign Bank and Financial Accounts Report (FBAR) and Foreign Account Tax Compliance Act (FATCA) rules. He regularly advises clients on strategies involving donor-advised funds and private foundations, helping align philanthropic goals with broader tax and wealth planning objectives. Working closely with attorneys, wealth advisors, family office professionals, and AAFCPAs’ multidisciplinary team, Keith helps clients navigate complex financial, tax, estate, and charitable planning considerations through a coordinated approach.
As a second-career CPA, Keith brings a practical perspective and a genuine appreciation for the questions and concerns many clients face when navigating complex tax matters. Known for his friendly and approachable style, he explains tax concepts in plain English, often using visual examples to make technical issues easier to understand. His goal is simple: to free clients from tax worries so they can focus on living their best lives. This same philosophy informs his leadership of tax technology and transformation initiatives at AAFCPAs, where he helps identify and implement efficiencies that strengthen the client experience and create more time for meaningful advisor-client relationships.
Located in Dorchester, Massachusetts, 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.
Education
Professional and Civic Associations
Service
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...
