PRIVATE EQUITY TRANSITIONS PRINCIPALS

Jacqueline R. Bazzano, CPA, MST

Jackie has more than 20 years of tax experience, including tenure with the Hartford office of Coopers & Lybrand and as a senior tax manager for a local public accounting firm. She has also worked in private industry as an officer in the Tax Department for a major area insurance company. A Fellow of the Life Office Management Association, she has a Masters of Taxation from the University of Hartford and is a member of the American and Connecticut Societies of Certified Public Accountants. Her areas of expertise include individual, partnership, estate and trust taxation, and representing clients before the IRS and state agencies. She has worked extensively with closely held businesses.

Joseph Bazzano, CPA, CVA

Joe, a Certified Valuation Analyst, brings nearly 20 years of experience in public accounting and valuation services to closely-held companies of all sizes. He is a member of the American Institute of Certified Public Accountants, Connecticut Society of Certified Public Accountants and National Association of Certified Valuation Analysts. He is the former chair of the Connecticut Society of Certified Public Accountants' Manufacturing Committee. Joe's areas of expertise include financial reporting, mergers and acquisitions, exit strategies and tax planning and compliance with individuals and business entities in the manufacturing, construction, wholesale and real estate industries.