Ruth Flynn Raftery, Jd, Cpa Email & Phone Number

New York, Ny, Us

Auburn Hills, Michigan, United States

Instructor of Income Tax Planning in the Personal Financial Planning Program at Oakland University.

Advanced Planning Educational Group, Inc. (APEG) is a membership organization designed to educate and support its members in all aspects of Comprehensive Financial Planning. APEG members include financial advisors, insurance professionals, accountants and trusts & estates attorneys. Together, we participate in on-going education in the five segments of financial planning. At APEG, we learn, share and grow together with the ultimate goal of improving the lives of the clients we serve.

AltaView Advisors LLC offers a broad range of high quality valuation and financial advisory services. Business owners and their advisors turn to AltaView for valuable insights, unparalleled customer service, and commitment to delivering a superior product. AltaView was founded by a team of seasoned valuation professionals that offer a unique combination of large firm expertise and boutique firm specialization and service.

Greater New York City Area

As a Director in the Estate, Gift and Trust Services Group of Wiss’ Tax Department, Ruth’s practice focused on all aspects of estate, gift and trust taxation. Her expertise in both domestic and international estate, gift and trust taxation allowed her to serve clients including owners of closely held businesses, high net-worth individuals, and individuals who serve as fiduciaries for estates and trusts. Wiss & Company LLP is a public accounting firm with offices in New York and New Jersey. Through a unique offering combining traditional accounting and tax services with business and IT consulting services, delivered through an advanced technology platform with a socially responsible approach, Wiss believes that together we can define success, uncover new opportunities, and help individuals and companies achieve their personal and business goals.

Greater New York City Area

Spearheaded the firm's initiative to grow its presence in the marketplace and develop connections with centers of influence including attorneys, accountants and insurance professionals. Specialized knowledge in working with international clients to ensure that they were in compliance with US Tax Laws and that their planning was appropriate from a global perspective.

New York

Led and managed FMV’s Business Development efforts in the Eastern United States, with an emphasis on the Northeast, New York City and Florida. Established and maintained relationships with law firms, accounting firms and other contacts to develop business for FMV's valuation, real estate appraisal and investment banking services.

Greater New York City Area

Led the New Product Development Process for $200M tax product line. Championed and managed process which resulted in line of tax products that enabled business unit to exceed annual sales targets in 2007 and 2008. Worked with customers to determine needs in various areas of tax including Federal, International, Estate, Gift, Trust, State & Local and Pension & Benefits. Determined value proposition for new tax products and worked with editorial, product management and technology groups to create business plans. Effectively communicated product requirements to non-tax professionals including upper management, technology experts and sales staff.

Greater New York City Area

Advised high-net-worth clients throughout the world in all U.S. aspects of trust, estate, gift, and income taxation. Specialized in international estate planning and compliance with an emphasis on non-U.S. trusts. Managed client relationships including preparation and review of federal, state, trust and gift tax returns, year end tax planning and tax consulting. Appointed as a firm expert in non-U.S. trusts, gift tax and generation skipping transfer tax.

Jd, Law

B.S., Accounting