Jeffrey R. Arsenault, CPA/PFS, MST, CFP®, RLP®
Partner
Experience
Mr. Arsenault provides tax consulting and compliance services to many of the firm’s high net worth individuals, families and closely held businesses. As director of the firm’s Family and Fiduciary Tax Group, Jeff advises high net worth individuals and families with respect to income and estate tax planning, multi-generational tax planning and tax related charitable planning. He also provides tax and business consulting services to privately held businesses in numerous industries including finance, law, public relations, construction, hotels, restaurants and real estate.
Prior to joining MFA in 1993, Jeff was employed for five years by 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.
Expertise
- Family and fiduciary tax compliance
- Tax planning
- Cash flow management
- Equity based compensation planning
- Asset allocation planning
- Investment management
- Estate planning and wealth transfer strategies
- Family and business succession planning
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- Financial life planning and goal setting
- Retirement planning
- Life and disability insurance planning
- Educational planning
- Charitable planning
- Family meeting facilitations
- Debt management solutions
- Family office advisory
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Education
- MS – Taxation; Bentley College
- BS – Business Administration, Accounting; University of Massachusetts Amherst
Certifications
- CPA – Certified Public Accountant
- PFS – Personal Financial Specialist (AICPA)
- CFP® – Certified Financial Planner
- RLP® – Registered Life Planner
- Series 66 NASD
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
Send a message to Jeffrey Arsenault. |
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