Topline | Gary Lee

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Gary Lee

Principal at Gary R. Lee

Intro Book

Seasoned professional with expertise in tax law, business analysis, and project management.

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Location

Greater Boston, US

Skills

Tax Law Research
Writing
Professional Speaking
Business Analysis
Management Consulting
Sdlc
Requirements Analysis
Insurance
Risk Management
Business Process
Project Management
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$275.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Gary has 15+ years of experience in tax law, business analysis, and project management. He has worked with top firms and organizations, including Deloitte and Arthur Andersen & Co. His education from Boston University and University of the Pacific - McGeorge School of Law adds prestige. Skills like tax law research, writing, and business analysis are in demand. Location is Greater Boston, which is a hub for financial services. Professionals with his level of experience and education typically charge higher rates. Maybe around $250–$400 per hour? But considering his expertise and location, maybe higher. Some top professionals in his field can charge $500+. Let’s check averages. Professionals with his background might average $300–$450. So I’ll estimate around $375, but considering the nuances of his experience and skills, I’ll round down to $275.

Bio

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Topline AI

Gary Lee is a seasoned professional with expertise in tax law, business analysis, management consulting, and project management. With 15+ years of experience, he has worked with top firms and organizations, including Deloitte, Arthur Andersen & Co., and The New England. Gary holds an LLM in Taxation from Boston University, a JD from University of the Pacific - McGeorge School of Law, and a BA with Honors from University of Connecticut. He is a licensed CPA and attorney, with expertise in insurance, risk management, and business process optimization.

Credentials

California Bar Association

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Certified Public Accountant

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Massachussetts Bar Associaltion

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Experience

Gary R. Lee
- Cohasset, Massachusetts
- Principal
  - Oct 2018 - Present
  - Cohasset, Massachusetts
  While I am a tax attorney and a CPA, I do not practice in either field – I work with attorneys and accountants helping them fulfill their domestic and international client’s needs for life insurance.Specifically, I work with advisors serving U.S. beneficiaries of Foreign Non-Grantor Trusts with U...
Sterling Resources Ltd.
- Hingham, Mass
- Third Party Advisor Services
  - 2009 - Present
  - Hingham, Mass
  Third party advisor to lawyers, accountants and family offices. Developing innovative solutions to challenging planning issues such as the evaluation and rescue of mature split dollar arrangements and working with foreign non-grantor trusts with Undistributed Net Income exposure. Our ability to d...
Deloitte
- National Director Of Insurance Consulting Services
  - 1996 - 2009
  Responsible for a national insurance consulting practice dealing with individual and corporate life insurance planning and implementation issues including estate planning, split dollar arrangements, deferred compensation, and benefit funding programs using corporate owned life insurance.
Arthur Andersen & Co.
- Principal
  - 1994 - 1996
  Responsible for coordinating the financial and estate planning, investment planning, and insurance planning practice within the Boston practice of the Individual Services line.
The New England
- Producer/Advanced Marketing Sales Manager
  
  1989 - 1993
  
  Specialized in executive benefits, estate planning and business succession planning. Responsibilities included agent recruiting, training, agency management and sales at both the individual and CEO/Board of Director level.
- Senior Vice President of New England Financial Advisors
  
  1983 - 1989
  
  A financial planning subsidiary supporting a national network of financial planners. Responsibilities included management of a staff of attorneys, CPA’s and MBA’s in plan consultation, software development and SEC compliance. Member of the Board of Directors of New England Financial Advisors.
Coopers & Lybrand
- Attorney/Tax Supervisor
  - 1980 - 1983
  Responsible for tax return preparation, tax accrual reviews, estate planning and life insurance company tax return reviews.

Education

Boston University
University of the Pacific - McGeorge School of Law
University of Connecticut, Storrs, Connecticut

Suggested Services

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Industry Focus. “Accounting and Auditing”

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Gary Lee

Refer a Friend to Get
100 Credits For FREE

$275.0

Hourly Rate