Complex tax and financial Advisory for multi-generational families.

Ronald has been relied on by multiple-generations of high-net worth families. He is the co-managing partner of Walter Shuffain’s Family Office Services. Clients count on his extensive knowledge in estate planning, fiduciary matters and other common high net-worth issues, which provide them guidance before any major life changes happen.

Ron’s 35 years in the tax profession have given him a deep understanding of how different laws apply. As a Personal Financial Specialist (PFS) he provides options and resources to clients for their philanthropic or investment decisions. This combined background allows him to advise senior executives, board members of Fortune 100 companies, and S&P 500 families on complex issues such as:

• • Multi-state taxation and nexus
  • Qualified and nonqualified stock options
  • AMT vs regular taxation
  • Charitable trusts, private foundations and donor advised-funds
  • And much more

He strives to provide his clients professional service while maintaining their best interests at heart by working closely together as part of a team that provide solutions which will be successful for everyone involved.

Ron earned his bachelor’s degree in accounting from Salem State College and his Master’s in Taxation degree from Northeastern University. He is a member of the American Institute of Certified Public Accountants and is an AICPA Tax Division Member and an AICPA Personal Financial Planning Member. He is also a member of the Massachusetts Society of Certified Public Accounting.