Mary Buletza

Contact Information


Mary Buletza

Partner

Mary is the Partner in Charge of the PCS (Private Client Services) group at GAGNON. A career tax professional since 1980, she focuses exclusively on the tax and financial planning needs of individuals, with a particular emphasis on affluent multi-generation family groups, including family offices, trust administration and estate planning. Mary also has significant experience with federal and state tax compliance for individuals and trusts. Prior to her tenure at GAGNON, Mary was a partner at Raphael and Raphael LLP, preceded by seventeen years of private practice and more than twelve years of Big-Four experience.

PCS clients benefit from GAGNON’s tailored approach. A comfortable retirement may be recognized through strategies that may include IRAs, company stock, pensions and/or annuities. Intergenerational wealth transfer can be maximized through such mechanisms as grantor-retained annuity and irrevocable life insurance trusts. Client businesses have efficiently transitioned ownership and preserved value utilizing vehicles including stock option grants and self-cancelling installment notes. Mary would be delighted to assist with identifying the particular needs of you and your family and developing and implementing strategies that recognize your specific goals

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