Heather is a member of the Tax Group and the New England Private Equity & Venture Capital Practice. She has more than 15 years of experience providing services to the private equity industry, with a focus in U.S. Federal tax withholding and operational excellence.
Heather has extensive experience working with Internal Revenue Code Chapter 3 compliance, U.S. Withholding Certifications, the Foreign Account Tax Compliance Act (FATCA) under Chapter 4 and the OECD’s Common Reporting Standard (CRS). She assists clients in analyzing their investor base and onboarding procedures to determine best practices and filing requirements. Prior to joining CBIZ & CBIZ CPAs*, she spent nearly 15 years working at one of the largest global private equity investment managers.