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Exploring the CPA’s Expanding Role in a Client’s Tax and Financial Planning

EXPLORING THE CPA'S EXPANDING ROLE IN A CLIENT'S TAX AND FINANCIAL PLANNING

Cost $15.00
Presentation Length 1.0 hour

Recorded DateFebruary 6, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

In this session we will explore the expanding role of the CPA in their client’s overall tax and financial planning needs and discuss alternative services to add to their practices.

Course Objectives:


  • Personal Financial Planning Services

  • Estate and Trust Administration services including fiduciary income tax consulting and return preparation

  • Income Tax Basis Planning

  • Insurance Needs Planning including life, disability, property and casualty and long term care insurance

  • Elder Care Services & Personal Financial Management

  • Choice of Business Entity Consulting

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Martin Finn

Lavelle & Finn LLP
Founding Partner
[email protected]
(518) 869-6227

Lavellefinn

Martin S. Finn, an attorney, and certified public accountant, is a founding partner of Lavelle & Finn, LLP. Mr. Finn counsels clients on estate, financial, tax, business, and elder law issues, including personal and corporate tax planning, business counseling, structuring of business transactions, estate administration, and estate and business succession planning.

Mr. Finn earned a B.B.A. from Siena College (1980), a J.D. from Albany Law School (1983), an LL.M. in Taxation from New York University (1989), is an AICPA-credentialed Personal Financial Specialist (2016) and is a National Association of Estate Planners & Councils Estate Planning Hall of Fame® Accredited Estate Planner® (Distinguished) Nominee (2019). He is a member of the American, New York State, Albany County, and Schenectady County Bar Associations; the American Institute of Certified Public Accountants; the National Academy of Elder Law Attorneys, Inc.; and the New York State Society of Certified Public Accountants.

Mr. Finn is a frequent lecturer and, with law partner John H. Lavelle, is a co-author of Cents & Sensibility: The Practical Guide to Money & Aging (iUniverse, 2006), and Estate Planning Techniques for Mid-Sized Estates (PESI, 2005).

Mr. Finn is Chair of the AICPA Conference on Tax Strategies for the High-Income Individual; Chair of the AICPA Sophisticated Tax Conference; Financial Officer of the Elder Law and Special Needs Section of the New York State Bar Association; Past Chair of the Board of Directors of the Capital Region Chamber Foundation; Chair of the Supervisory Committee and member of the Board of Managers of CAP COM Federal Credit Union; Member of the Board of Directors of The Schenectady County Community College Foundation; and Former Schenectady County Legislator (District 3), 2008-2013.

He is also an Adjunct Professor at Schenectady County Community College and past Adjunct Professor at Siena College, Albany Law School, and the University at Albany.

Mr. Finn is the 2005 recipient of the Fr. Benjamin Kuhn Award for his contribution to Siena College, the 2001 recipient of the Schenectady County Bar Association’s Lawyer in Service to the Community, the 1998 recipient of Professional Education System, Inc.’s Excellence in Education Award.

About Our Presenter

Lavellefinn
Lavelle & Finn, LLP has thrived by taking an individualized approach to working with our clients and building our firm. Our clients benefit from our high-touch atmosphere and enjoy having the members of our team know who they are and truly care about their individual needs. Our team has the right mix of attorneys, paralegals and administrative staff, providing our clients with expertise, knowledge and experience without massive overhead or international affiliates pushing us to provide esoteric specialties. We understand and respond to our clients’ needs and ensure each step of the process is dedicated to protecting their families and their wealth.