Firm Profile

Margaret, better known as Peg, specializes in generational wealth transfer taxation strategies with a special emphasis on estate, trust and gift tax planning. Peg has over 40 years of experience in public accounting in all forms of income tax preparation and planning. She is a member of both the American Institute of Certified Public Accountants and the Connecticut State Society of Certified Public Accountants. Born and raised in the town of Avon, Peg received her Bachelor of Science degree with a concentration in Accounting from Bentley College in 1975, and joined the Firm and later became a Partner in 1993.

Over the years, Peg has played an active role in the community and other outreach programs. She is an active member of the Avon Chamber of Commerce, having served as a member of the Board of Directors, and was awarded the Loren Bristol Spirit Award in 2015 for her continued involvement in the community and helping those in need. Peg maintains a position on the Board of Trustees of Simsbury United Methodist Church, has been involved in numerous disaster relief projects with the Volunteer in Missions division of the Church, and participates on the administrative committee of the Avon Dollars for Scholars. In her free time, Peg is an active member of the Connecticut Valley Porsche Club and is considered a Porsche enthusiast who loves visiting the track to race cars, teaching high speed driving on the race track, motorcycle touring, and spending quality time with her husband and family.