Presented by:
Marcus Miller, CPA, CFP, Christine Polsinelli, Shelley Ferro, CFP, EA, and Kevin Sweet, CFP, CIMA
Tuesday, July 9 at 3:00 p.m. ET (2:00 p.m. CT, 12:00 p.m. PT)
Earn: 1 NAPFA CE in D - Income Tax Planning
Member: free; Non-Member: $39
Part two of three peer-to-peer NAPFA webinars offered in 2019, four financial planning professionals will share insights on tax preparation as experienced at each of their individual firms. Specifically exploring the question, should advisors offer tax prep as part of their services to clients? Some say doing so is a big value-add from the client’s perspective, and that it is one of the best methods for advisors to learn more about their clients. Others say it’s time-intensive and therefore one of the least profitable segments of their business; and that it all but eliminates potential referral relationships with CPAs.
The objective of this discussion will be for members to hear the pros and cons of tax preparation from a panel comprised of advisors who have experience doing this as a part of their financial planning practice.
Marcus Miller joined Deerfield Financial Advisors, Inc. as an advisor in 2012, after gaining industry experience in both accounting and financial planning. In addition to his CFP designation, Marcus has a Master’s Degree in Accounting from Ball State and is a CPA. Marcus incorporates this depth of education and experience into helping guide clients through complex financial planning situations.
Christine Polsinelli is a Senior Financial Planner at Capital Financial Services, LLC with 20 years of experience. She is a graduate of Siena College with a Bachelor's degree in Finance and is currently enrolled in the Certificate of Financial Planning Program at Boston University. Over the years, Christine has strived to build long-term relationships with clients ranging from high-level executives to blue collar employees helping them achieve their financial wellness goals. Her areas of knowledge focus on all aspects of personal finance, such as cash flow and budgeting, investment allocation, education funding, retirement planning, estate planning, risk management, tax planning, and employee benefits.
Shelley Ferro is the founder and president of Ferro Financial, LLC. Prior to starting her own firm, Shelley worked for some of the largest financial firms in the industry including Charles Schwab and Smith Barney. As a Senior Consultant with Mutual of America, she advised corporate clients on retirement plan solutions for their employees, and worked with individual employees to develop asset allocations inside their employer’s retirement plan.
Kevin Sweet, Executive Director, co-founded Column Capital Wealth Management in 2005 after serving as Senior Manager at Ernst & Young, LLT in the Personal Financial Counseling practice. He also served on the Investment Advisory Committee for Ernst & Young’s national investment practice. In addition to serving clients, Kevin is the CIO for Column Capital. Kevin has practiced fee-only planning for high-net-worth individuals for over 20 years. He delights in seeing his clients’ wealth grow through the implementation of their financial plans including low cost, tax-efficient portfolio design.