Ruth Flynn Raftery, Jd, Cpa

Ruth Flynn Raftery, Jd, Cpa Email and Phone Number

CFP® Instructor @ Oakland University
New York, NY, US
Ruth Flynn Raftery, Jd, Cpa's Location
New York City Metropolitan Area, United States
Ruth Flynn Raftery, Jd, Cpa's Contact Details
About Ruth Flynn Raftery, Jd, Cpa

My experience in various aspects of individual planning – from working as a CPA in Accounting Firms, to leading Business Development efforts at both a Valuation Firm and Wealth Management Firm, to focusing on customer needs in product development at Thomson Reuters - led me to co-found Advanced Planning Educational Group, Inc. (APEG). Along with my business partner, Jeffrey Hoenle, we recognized a need for education that is not readily available in the market today. Due to a rapidly changing society, individual clients need holistic planning that integrates the five segments of financial planning (estate plan, tax plan, insurance plan, retirement income plan, and investment plan) into one comprehensive financial plan; and advisors who serve them need the skills to participate in this holistic planning process.APEG is a membership organization designed to educate and support its members in all aspects of holistic planning. APEG members include financial advisors, insurance professionals, accountants and trusts & estates attorneys. Together, these professionals 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 those we serve.

Ruth Flynn Raftery, Jd, Cpa's Current Company Details
Oakland University

Oakland University

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CFP® Instructor
New York, NY, US
Ruth Flynn Raftery, Jd, Cpa Work Experience Details
  • Oakland University
    Cfp® Instructor
    Oakland University
    New York, Ny, Us
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  • Oakland University
    Cfp® Instructor
    Oakland University May 2022 - Present
    Auburn Hills, Michigan, United States
    Instructor of Income Tax Planning in the Personal Financial Planning Program at Oakland University.
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  • Advanced Planning Educational Group, Inc.
    President & Co-Founder
    Advanced Planning Educational Group, Inc. Mar 2018 - Present
    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.
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  • Altaview Advisors Llc
    Senior Advisor
    Altaview Advisors Llc Jul 2018 - Present
    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.
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  • Wiss & Company, Llp
    Tax Director
    Wiss & Company, Llp Sep 2016 - Aug 2018
    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.
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  • Round Table Wealth Management
    Wealth Advisor
    Round Table Wealth Management Sep 2014 - Mar 2016
    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.
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  • Fmv Opinions, Inc.
    Senior Vice President
    Fmv Opinions, Inc. Jun 2011 - Aug 2014
    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.
  • Thomson Reuters
    Director, New Product Development
    Thomson Reuters Sep 2006 - Oct 2009
    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.
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  • Deloitte
    Senior Tax Manager
    Deloitte Jan 1995 - Aug 2006
    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.
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Ruth Flynn Raftery, Jd, Cpa Education Details

Frequently Asked Questions about Ruth Flynn Raftery, Jd, Cpa

What company does Ruth Flynn Raftery, Jd, Cpa work for?

Ruth Flynn Raftery, Jd, Cpa works for Oakland University

What is Ruth Flynn Raftery, Jd, Cpa's role at the current company?

Ruth Flynn Raftery, Jd, Cpa's current role is CFP® Instructor.

What is Ruth Flynn Raftery, Jd, Cpa's email address?

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What schools did Ruth Flynn Raftery, Jd, Cpa attend?

Ruth Flynn Raftery, Jd, Cpa attended Temple University - James E. Beasley School Of Law, University Of Scranton.

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