Timothy Barry, CPA/PFS, MST, CFP®, AEP®


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tbarry@blumshapiro.com 781.610.1214 617.472.2586

Experience Highlights

As a partner in the tax department, Tim directs tax return preparation services and develops planning strategies for the firm’s Private Client Group. Tim works closely with business owners, executives and high net worth families on tax matters including equity compensation; real estate ownership; multi-generational tax planning and philanthropic planning.

Tim is also heavily involved in the firm’s trust and estate group, working with individuals and fiduciaries on year-end and longer-term gift, estate and trust planning issues.

Professional Education
  • Stonehill College ─ Bachelor of Science in Accounting
  • Bentley College ─ Master of Science in Taxation
Professional Organizations & Activities
  • American Institute of Certified Public Accountants
  • Massachusetts Society of Certified Public Accountants
  • Town of Abington - Former Member, Planning Board
  • Norfolk and Plymouth Estate and Business Planning Council - President (2014/2015) - Executive Committee
  • South Shore Hospital - Planned Giving Committee
  • Stonehill College - Former Part-Time Professor of Taxation and Managerial Accounting; School of Business Visiting Committee; Planned Giving Committee
  • Cardinal Cushing Center - Planned Giving Committee, Chair

My favorite aspect of being on the blum team is the recognition of being part of a meaningful purpose larger than myself.

Timothy’s Insights

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