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Frank Graziano

US Personal Financial Services Leader
PwC
Frank is the leader of PwC’s US Personal Financial Services practice, and a tax partner in the Boston office. He has over 24 years of experience focusing on business assurance and taxation. Frank has been a trusted business advisor to many family enterprises in a broad range of industries, working extensively with corporate executives, high net worth individuals and their families. In his role, Frank specializes in various areas of tax – from S corporations, partnerships and trusts to foundations and individual taxes. He consults with clients on US, international, state and local taxation, mergers and acquisitions, due diligence analysis, tax reduction strategies, estate tax, individual tax, and family office planning. In addition to these services, he also has provided expert witness services.

Prior to leading the US Personal Financial Services practice, Frank has also served various leadership roles in the firm – serving as the Northeast Private Company Services Tax Leader, a member of the US extended leadership team, and also as the chief of staff to the US Tax Leader.

He received a BS degree in accounting from the University of Massachusetts at Dartmouth and an MS degree in taxation from Bentley College. He is a member of the American Institute of Certified Public Accountants in Massachusetts. Frank is also very active in the community and sits on two non-profit boards: Foster Kids of the Merrimack Valley and BUILD.org.

SESSIONS

Breakout Session #1 | Taxes and Wealth Planning Speaker

What is the most tax-efficient way to transfer wealth to the next generation? This session will offer advice, particularly in light of the recent election.