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PKF O'Connor Davies' Richelle Maguire Named President of the Boston Estate Planning Council


News provided by

PKF O'Connor Davies

Jul 20, 2023, 15:20 ET

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Woburn-based Partner assumes leadership of esteemed professional group supporting estate and wealth planners in Greater Boston

BOSTON, July 20, 2023 /PRNewswire-PRWeb/ -- PKF O'Connor Davies, one of the nation's largest accounting, tax and advisory practices, is proud to announce that Richelle Maguire has been named President of the Boston Estate Planning Council (BEPC). Maguire, a Partner in PKF O'Connor Davies' Woburn, Massachusetts, office, brings over two decades of industry experience to her leadership of one of the oldest and largest interdisciplinary estate planning councils in the country. She has been an active member of the BEPC for over 20 years, chairing numerous committees and serving as an officer since 2020.

"Richelle's passion for professional development is evident in her work at PKF O'Connor Davies, and I have no doubt she will bring that same enthusiasm to her tenure as President of the BEPC," said Laurie J. Austin, New England Co-Managing Partner at PKF O'Connor Davies. "On behalf of the entire team, I congratulate Richelle for this well-deserved recognition, and I applaud her for positively representing PKF O'Connor Davies in our field and our region."

“Richelle’s passion for professional development is evident in her work at PKF O’Connor Davies, and I have no doubt she will bring that same enthusiasm to her tenure as President of the BEPC,” said Laurie J. Austin, New England Co-Managing Partner at PKF O’Connor Davies.

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The BEPC is a multi-disciplinary community of approximately 700 estate and wealth planning professionals. The Council provides educational programs and networking opportunities to help its members build and strengthen relationships, learn about ideas and strategies, and share thought leadership.

As a key figure in PKF O'Connor Davies' Private Client group, Maguire provides income, estate and gift tax planning, compliance and consulting support to a range of clients across industries, including high-net-worth individuals, trusts and estates, and private foundations. She is involved in a number of national and regional professional associations in addition to the BEPC, including the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MassCPAs). A graduate of Bentley University, she holds a Bachelor of Science degree in Accountancy, a Master of Science degree in Taxation and a Certificate in Personal Financial Planning. She is also a Certified Public Accountant in the Commonwealth of Massachusetts as well as an Accredited Estate Planner®.

"The community and camaraderie of the BEPC has been indispensable to my career, and I am honored to have an even greater opportunity to contribute to the organization," Maguire said. "I thank my fellow members for the trust they have placed in me, and I look forward to expanding the BEPC's programming, membership and impact throughout my tenure."

About PKF O'Connor Davies

PKF O'Connor Davies is a top-tier accounting, tax and advisory practice with a long history of serving domestic and international clients. "Know Greater Value" speaks to the confidence and guidance that our clients realize when they work with us. It reinforces our commitment to delivering the highest levels of value, expertise and service in everything we do. Our clients Know Greater Connections, Know Greater Insights and Know Greater Value. "PKF O'Connor Davies" is the brand name under which PKF O'Connor Davies LLP and PKF O'Connor Davies Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. PKF O'Connor Davies LLP is a licensed CPA firm that provides attest services and PKF O'Connor Davies Advisory LLC and its subsidiary entities provide tax and advisory services.

For more information, please visit pkfod.com, and follow us on LinkedIn and Twitter.

Media Contact

Michelle Goyke, PKF O'Connor Davies, 914-341-7615, mgoyke@pkfod.com

SOURCE PKF O'Connor Davies

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