Grace joined The Fusion Group in 2005.  Grace heads up compliance and consulting efforts for several private equity clients.  In doing so, she has gained extensive experience in multistate partnership taxation as well as foreign reporting requirements.  She brings an in-depth understanding of how allocation and distribution waterfalls should work to achieve the economic deal that the partners desire. 

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Her work in private equity dovetails well into other practice areas such as high net worth individuals and estate and gift compliance and planning.  She enjoys chatting with clients about all aspects of life, and she understands the best tax advice comes from an understanding of clients’ needs through differing stages of life.

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Before joining The Fusion Group, Grace was a Tax Manager for Ernst and Young’s Boston tax department.  She also worked in the tax department of The Gillete Company doing multinational corporate tax compliance.

When not at work, Grace enjoys hiking, a well written novel, British detective shows, and spending time with family and friends.

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Grace is a California CPA.  She received a B.S. in Business Administration from UC Berkeley, and she received an MS in Taxation from Bentley College.