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Luke has over 9 years of experience in working with high-net-worth individuals, including private equity and venture capital owners, C-suite executives, and other business owners. He provides individual and fiduciary income tax compliance and consulting services, including estate and gift tax planning, charitable giving, and retirement planning. Luke also has experience in responding to IRS/state audits and corresponding with the tax authorities.


  • Bachelor of Science in Business Administration and Master of Science in Accounting from Northeastern University