• 1
  • Audit & Tax
  • MFA Asset Management
  • MFA Talent Management

Jeffrey Arsenault, CPA/PFS, MST, CFP®, RLP®

Lead Partner – Family and Fiduciary Tax

THREE WORDS TO DESCRIBE ME…

Young at heart.

MY BEST ADVICE…

Read some Eckart Tolle. And then read it again. And again.

(978) 557-5303

Experience

Mr. Arsenault provides tax consulting and compliance services to many of the firm’s high net worth individuals and families. As lead partner of the firm’s Family and Fiduciary Tax Group, Jeff advises MFA’s high net worth clientele with respect to income, gift and estate tax planning, multi-generational tax planning and charitable planning. He also counsels trustees, executors and other family advisors and fiduciaries as well as heirs and beneficiaries as to complex and multi-jurisdictional tax matters involving family estates and trust holdings. With regard to owners of privately held businesses, Jeff provides proactive tax consulting services that span the entire stakeholder life, from equity and structure planning for business founders to exit planning strategies and beyond.

In addition to his role as Partner of MFA – Moody, Famiglietti & Andronico, Jeff is also a Partner and Co-Founder of MFA Asset Management, LLC, an MFA affiliate company delivering wealth management and institutional consulting services to the discerning investor who is seeking more from their financial partner.

Prior to joining MFA in 1993, Jeff was employed for five years by the international firm of Ernst & Young, where he was Senior Tax Consultant to the firm’s closely held business clientele, including multi-state and multi-national corporations as well as investment partnerships.

Education

  • MST – Master of Science in Taxation; Bentley College
  • BS – Business Administration, Accounting; University of Massachusetts Amherst

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Massachusetts Society of Certified Public Accountants
  • Institute of Certified Financial Planners
  • Kinder Institute of Life Planning
  • Financial Planning Association
  • Boston Estate Planning Council

Expertise

  • Individual and family tax services
  • Estate and trust tax services
  • Investor and retiree tax services
  • Estate planning and wealth transfer strategies
  • Asset allocation planning
  • Investment management
  • Cash flow management
  • Family and business succession & exit planning
  • Financial life planning and goal setting
  • Retirement planning
  • Life and disability insurance planning
  • Educational planning
  • Charitable planning
  • Equity based compensation planning
  • Family meeting facilitations
  • Family office advisory

Certifications

  • CPA – Certified Public Accountant
  • PFS – Personal Financial Specialist (AICPA)
  • CFP® – Certified Financial Planner
  • RLP® – Registered Life Planner
  • Series66 NASD

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