Susan A. Flaherty, CPA, CFP

North Andover, MA  01846

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Susan has eight years of “Big Four” public accounting experience in taxation and financial planning.  Susan specializes in tax and financial planning for high net worth individuals and closely held businesses.  Her philosophy in application of tax, accounting, and financial planning services is to provide an overall business outlook to the closely held business and family unit in order to maximize wealth generation.

Experience:

            Flaherty & Company LLC/Susan A. Flaherty, CPA CFP, North Andover, Massachusetts                             2000-Present

¨       Specialize in tax, accounting, and financial planning for individuals and closely held corporations looking for an overall business outlook applied to their tax and planning needs.

            Stowe & Degon, Worcester/Boxford, Massachusetts             

            Senior Tax Manager                                                                                       1999

¨       Senior manager of tax and business planning engagements for closely held corporations.

Deloitte & Touche, LLP, Boston, Massachusetts                                             1991-1998

            Tax Manager

¨       Managed financial and tax planning for high net worth individuals and families including comprehensive planning engagements covering all aspects of wealth management including retirement planning, estate planning, education funding, investment allocation, monitoring and option strategies.

¨       Managed large corporate tax engagements to optimize tax strategies at the federal and state levels. 

Fleet Financial Services   (formerly Shawmut Corporation)                          

Private Banker/BranchManager                                                                                 1984-1990

¨       Responsible for managing downtown Boston’s 53 State Street branch office including individual and corporate relationships servicing loan, deposit, and investment needs.  

Education:

Northeastern University, Boston, Massachusetts                                                   1991

Masters in Business Administration with Accounting Specialization

Boston College, Chestnut Hill, Massachusetts                                                       1984

Bachelor of Arts in Economics

Activities:

Adjunct Accounting/Finance Instructor at Merrimack College, North Andover, MA

AICPA, Personal Financial Planning Group Member

MSCPA, Financial and Estate Planning Committee Member:  Technical Writing Committee-1997-current