Boston Chapter

The Society is a network of select credentialed members working in diverse financial disciplines – bound together to pursue knowledge, uphold the highest ethical standards and form meaningful relationships for the benefit of our clients. 

Join us on Wednesday, November 8, 2017

7:30 am to 9:30 am - Marriott Residence Inn/Needham, 80 B Street, Needham, Massachusetts

Year End Tax Planning

This meeting is sponsored by:

Planning is a year-round task...this panel discussion will entail a broad approach to various planning ideas and concerns - our panelists encourage attendee participation in this discussion!

Meet Our Panelists:

Peter A. Raskin, CLU, ChFC®, MSFS, CRPC

Peter A. Raskin has provided financial planning services since 1984. As a fee-based Financial Planner, Peter specializes in working with business owners, executives, professionals and individuals to help them gain control and preferential treatment in the areas of wealth accumulation, estate conservation, business succession and charitable gift strategies. Utilizing a planning process that is customized and highly interactive, clients are empowered to make important decisions relative to their estate, investment and retirement planning. Peter helps clients implement these financial planning strategies in collaboration with the client's accountant and attorney.

He graduated from Middlebury College with a Bachelor of Arts in History and received his Master of Science in Financial Services from The American College. He has earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC®) professional designations from The American College and the Chartered Retirement Planning Counselor (CRPC®) professional designation from the College for Financial Planning.

Peter is active in both the financial planning industry and his community. He is past president of the Boston Chapter of the Society of Financial Service Professionals and served as a director of the Acorn Foundation, an industry supported charitable organization. Peter has served as a director of the Boston Estate Planning Council. He is past president and treasurer of the Unitarian Church of Sharon. Other community activities include treasurer of the Wayland High School Scholarship Fund and assistant scoutmaster for Troop 95 in Sharon, Massachusetts. Peter is an active volunteer for Volunteers of America - Massachusetts, a national organization serving those in need. He currently serves on the VOA - Massachusetts' Board of Directors.

Peter, his wife Christina and his three children live in Sharon, Massachusetts.

William F. Rucci, CPA, MST, Partner

Bill Rucci is Managing Partner of the CPA/Consulting firm Rucci, Bardaro & Falzone, PC, located in Woburn, MA and Atkinson, NH. Mr. Rucci concentrates his practice on business, tax and financial planning strategies for successful businesses, professional practices and its owners.

With strong attention to detail, Bill works closely with his clients to help guide successful outcomes in all aspects of their business planning and operations. He is the author of several business articles appearing in industry publications and professional CPA publications. Mr. Rucci also authors and presents seminars, nationally and internationally, on domestic and international tax planning, as well as, business and succession planning. He has appeared on national television as a regular guest on CNNfn’s “Tax Break”.

Bill is chairman of Russell Bedford International, a leading global network of independent accounting firms, and is a co-director of Russell Bedford’s North American Tax Group.

Bill founded the firm in 1985 at the age of twenty-six. He and his partners have grown the firm so that it now is listed on the Boston Business Journal Book of Lists in the Top 50 Accounting Firms in the Boston area for more than 15 years.

He received his B.S. in Accountancy and M.S. in Taxation degrees from Bentley University in Waltham, MA. He is a member of the American Institute of Certified Public Accountants and Massachusetts Society of Certified Public Accountants

Boston Chapter of the Society of Financial Service Professionals

Phone: 844-FSP-6600  Email:

Boston FSP is a 501(c)6 non-profit organization.

Privacy Policy, Use of Data & Legal Notices

Powered by Wild Apricot Membership Software