Please welcome our Guest Speaker: Kate A. Rooney, CPA, MST
Principal, Edelstein & Company LLP
Year End 2018 Personal Tax Planning Opportunities
Kate is passionate about helping her clients achieve financial security by using the right tax planning tools and strategies. Whether sharing information about new tax rules, advising on wealth transfer strategies or solving an unexpected tax issue before it becomes a problem, Kate is committed to knowing her clients’ needs and what drives them.
Kate serves high net worth individuals and their families, including executives, investment managers, attorneys, physicians, hedge fund partners, venture capitalists and entrepreneurs. Many of Kate’s clients file multiple types of returns and in many states.
Clients appreciate Kate’s keen attention to detail, tenacity and experience with the complex interplay of financial transactions and tax strategies. They have confidence knowing that behind every tax strategy and tax return form that is filed, Kate is there…with the all-important data and analysis to back it up.
This event is sponsored by:
Boston Chapter of the Society of Financial Service
Boston FSP is a 501(c)6 non-profit organization.