SCOTT CASHMAN, CFP®

Tax Manager at Bowditch & Dewey, LLP
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Contact Information
us****@****om
(386) 825-5501
Location
Worcester, Massachusetts, United States, US

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5.0

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Daniel Kolenda

Scott is one of the best, if not the best financial planners and tax advisors with whom I have had the pleasure to work. He's attentive and descriptive in his analysis and recommendations, and does it all with professionalism and a welcoming personality.

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Credentials

  • Series 7
    FINRA
    Oct, 2022
    - Nov, 2024
  • Certified Financial Planner (CFP)
    CFP Board
  • Enrolled Agent (EA)
    Internal Revenue Service
  • Notary Public
    Commonwealth of Massachusetts

Experience

    • United States
    • Law Practice
    • 100 - 200 Employee
    • Tax Manager
      • Nov 2010 - Present

      Responsible for the preparation and oversight of all fiduciary, individual and corporate income returns as well as estate and gift tax and nonprofit tax compliance. Represents clients in audits before federal and state taxing authorities. Perform complex federal and state tax research. Train new associates in tax compliance as well as serves as a tax and accounting resource for the entire firm. Responsible for the preparation and oversight of all fiduciary, individual and corporate income returns as well as estate and gift tax and nonprofit tax compliance. Represents clients in audits before federal and state taxing authorities. Perform complex federal and state tax research. Train new associates in tax compliance as well as serves as a tax and accounting resource for the entire firm.

    • United States
    • Government Administration
    • 500 - 600 Employee
    • Parks & Recreation Commission
      • Jun 2015 - Present

      The City of Worcester Parks and Recreation Commission is responsible for supervising the maintenance of the 1200 acres of municipally owned park land, operation of the City-owned golf course, provision of athletic facilities, tennis courts and basketball courts. Promulgate regulations for these facilities. The City of Worcester Parks and Recreation Commission is responsible for supervising the maintenance of the 1200 acres of municipally owned park land, operation of the City-owned golf course, provision of athletic facilities, tennis courts and basketball courts. Promulgate regulations for these facilities.

    • United States
    • Armed Forces
    • 700 & Above Employee
    • Judge Advocate
      • Feb 1999 - Dec 2022

      Lieutenant Colonel (Retired) recently assigned to the Office of the Judge Advocate General Legal Assistance Policy Division. Lieutenant Colonel (Retired) recently assigned to the Office of the Judge Advocate General Legal Assistance Policy Division.

    • United States
    • Government Administration
    • 500 - 600 Employee
    • Planning Board
      • Jan 2005 - Jan 2011

      Responsible for site plan review, enforcing the subdivision control laws as well as drawing the lines on the City's Official Zoning Map. Responsible for site plan review, enforcing the subdivision control laws as well as drawing the lines on the City's Official Zoning Map.

    • Attorney
      • Jan 1997 - Nov 2010

      Individual tax planning and compliance for high net worth domestic and international clients. Complex federal and state tax research including researching U.S. tax treaties. Work with small business on choice of entity. Advise nonprofit organizations. Represent clients at all levels of audit and appeals. Individual tax planning and compliance for high net worth domestic and international clients. Complex federal and state tax research including researching U.S. tax treaties. Work with small business on choice of entity. Advise nonprofit organizations. Represent clients at all levels of audit and appeals.

    • Trust Officer
      • Nov 1991 - Jan 1997

Education

  • U.S. Army Command and General Staff College
    Diploma, Military Joint Operations Planning and Strategy
    2011 - 2012
  • The U.S. Army Judge Advocate General's Legal Center and School
    -
  • New England School of Law
    JD, Law
    1993 - 1997
  • Bentley College - Elkin B. McCallum Graduate School of Business
    MS, Taxation
    1989 - 1991
  • College for Financial Planning
    Certificate, Financial Planning
    1988 - 1990
  • Framingham State College
    BA, Economics
    1984 - 1988
  • Holy Name High School
    -

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