Boston Based Director Becomes One of Andersen Tax’s First Class of Managing Directors

BOSTON--()--Andersen Tax announces the promotion of Susan Delgado. She is part of the Private Client Services Practice group, and will join the team of eight Managing Directors in the Boston office. This announcement follows the September 2, 2014 news that Andersen Tax (formerly WTAS) had acquired the rights to the iconic brand name Andersen and would rename itself Andersen Tax.

“Sue is a true partner and has been someone we have been able to count on to deliver quality service to our clients time and time again.”

Sue Delgado has over 18 years of experience advising high net worth individuals, their families and closely held businesses. Her practice focuses on tax consulting and compliance services for individuals, fiduciaries and related entities. Her experience includes developing and implementing multigenerational wealth transfer plans, addressing multistate fiduciary tax issues, determination of qualified small business stock status of securities, tax issues related to individuals working abroad as well as foreign nationals working in the United States, and gifting strategies to accomplish family objectives.

“It is always exciting to announce new promotions. Sue has been an integral part of our tax practice,” notes Office Managing Director, Joe Comeau. “Sue is a true partner and has been someone we have been able to count on to deliver quality service to our clients time and time again.”

Sue also served as a member of the Andersen Tax Individual Specialty Team. She has served as a member of the Manager Advisory Committee and Training Committee and continues to be involved in local office training and national training on topics such as hedge fund reporting, foreign tax credit calculation and tax impact of financial instruments.

“Andersen Tax professionals develop from the stewardship of our senior partners and because our firm is expanding quickly and consistently each year, we are able to offer more and more opportunities for growth,” added CEO, Mark Vorsatz.

Andersen Tax now has 129 Managing Directors, 17 locations in the U.S. and 26 locations worldwide. The firm is promoting 10 Managing Directors, two in San Francisco, three in Seattle, two in West Palm Beach, two in New York and one in Boston.

Contacts

Andersen Tax
Megan Tsuei, 415-762-6310
AndersenTax.com

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Release Summary

Andersen Tax announces the promotion of Susan Delgado. She is part of the Private Client Services Practice group, and will join the team of eight Managing Directors in the Boston office.

Andersen Tax